Transaction Center and Multiple Companies

You can process transactions within a single company or you can process transactions across companies.

Active Company

When you track multiple companies in Deltek, each transaction is owned by the company that is the active company when you create the transaction file.

To view, edit, or post a transaction file, you must select as the active company the same company that was active when the transaction file was created. Use Utilities > Change Conpany to switch companies.

As you enter transactions, the active company determines which:

  • Vendors you can use.

  • Accounts payable accounts you can specify.

  • Bank codes you can specify.

Transaction Filenames Must Be Unique

Record keys, including names for transaction files, must be unique across the enterprise. For example, if you post a transaction file called APSept19 and someone in another company attempts to post a transaction file with the same name, Deltek displays an error message and requests that the user enter a unique filename.

We recommend that you establish a naming convention for your transaction files across the enterprise.

Related Topics:

  • Intercompany Transactions
    You can enter a single transaction that charges labor and/or expenses to multiple projects, phases, and/or tasks. These projects, phases, and tasks may belong to different companies, based on your organization structure. If so, Deltek splits the total transaction amount and debits accounts belonging to multiple companies.
  • Accounts Payable Vouchers and Multiple Companies
    When you track multiple companies in Deltek, you need to follow special steps when you process accounts payable voucher transaction files.
  • Transaction Lists and Multiple Companies
    You can see transaction lists for the active company only. To see transaction lists for another company, use Utilities > Change Company to switch companies.
  • Posting Logs and Multiple Companies
    When you track multiple companies in Deltek, a Posting Owner field displays in the report header for all Posting Log and Posting Log Review reports. This field displays the organization code for the company that owns the posting.
Parent Topic: Multiple Companies