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

Disable the Bank Feed

You can disable the bank feed when you do not want Bank Reconciliation to be automatically updated with the latest transactions. If you do so, you must manually import bank transactions to Vantagepoint.

When you disable the bank feed, the log in credentials of the bank account and your data remains stored in Plaid servers. Contact Plaid through their support channels to delete your data from their servers.

To disable the bank feed:

  1. In the Navigation pane in Vantagepoint, select Settings > Cash Management > Banks.
  2. On the Banks form, search for or select the bank code, and then click the Connections tab.
  3. Click the Disconnect button, and then click Yes in response to the confirmation prompt.
After you disable the feed, the Connections tab displays the Connect button.