Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Establish Global Accounting Transaction Settings

You can specify default settings for transactions, including automatic numbering, posting details, date validation, and approvals.

To set up accounting transactions:

  1. In the Navigation pane, select Settings > Accounting > Transactions.
  2. Use the settings in the Global Options section to establish the settings that apply to all transactions:
    • Update Project Team When Posting Labor: Select Yes to have the Team tab of Projects hub and Employees hub automatically updated when employees post time to a regular or promotional project.
    • Update Project Vendor Association When Posting Vouchers: Select Yes to have the Team tab of Projects hub and Employees hub automatically updated when employees post time to a regular or promotional project.
    • Enable Option to Update BTD for Journal Entries to Revenue: Select Yes to have Vantagepoint include the amount of all journal entries when it calculates job-to-date billings for the referenced project. It is important to select Yes if you use a billing-based revenue method for projects and plan to make journal entries to a revenue account.
    • Require Transaction Dates to be Within Active Fiscal Year: Select Yes to require that transaction dates be within the currently active fiscal year in Vantagepoint. Select both Yes and Require Transaction Dates to be Within the Active Accounting Period to require transaction dates within the currently active accounting period.
    • Require Transaction Dates to be Within the Active Accounting Period: To require that transaction dates be within the currently active accounting period in Vantagepoint, first select Yes for select Require Transaction Dates to be Within the Active Fiscal Year and then select Yes here.
  3. Click Save.