Deltek Vantagepoint Help

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Import Accounts into a General Ledger Budget

You can import accounts when you are creating a new budget. To add accounts to a budget, you can import accounts from other budgets, the Income Statement, or the Balance Sheet.

Prerequisite: Open a General Ledger budget.

To import accounts into a general ledger budget:

  1. On the Actions bar of the General Ledger Budget form, click Other Actions > Import Accounts.
  2. On the Setup Accounts dialog box, select the source of the accounts (another budget, the Income Statement, or the Balance Sheet).
  3. Select the accounts.
  4. If accounts are specified on the budget and you want to replace any duplicate account numbers/names when importing, click Replace matching account numbers when importing.
    You cannot have duplicate account numbers in a budget. If you do not select this option and duplicates are found, the original account numbers or names are retained.
  5. Click Apply.
Postrequisite: When you import accounts, Vantagepoint does not automatically import the amounts currently on file for the accounts. You must complete the procedure in Copy Amounts to the Current Budget.