Deltek Vantagepoint Help

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Transaction Settings

Use the Transaction Settings form In Accounting Settings to specify the default settings for accounting transactions. This includes automatic numbering settings for transactions, posting details, date validation, and approvals.

Auto Numbering

Transaction automatic numbering applies to:

  • Payment (check) numbers for vendor and employee payments
  • Reference numbers for journal entries, cash receipts, and employee repayments
  • Voucher numbers for accounts payable vouchers

Numbers are automatically generated for journal entries, cash receipts, employee repayments, and AP vouchers when you post them. Numbers are automatically generated for payments when you process the payments before you post them.

Auto Numbering and Multiple Companies

If your firm uses multiple companies, you can use either Transaction Auto Numbering or Diary Auto Numbering for each company. For example, if Company A and Company B use Transaction Auto Numbering, when you enter Company C, you can choose either Transaction Auto Numbering or Diary Auto Numbering.

However, if your firm does not use multiple companies, you can use only Transaction Auto Numbering or Diary Auto Numbering for all of your transactions. In this case, Company A, Company B, and Company C must all use the same auto numbering feature. You set up diary auto numbering on the Diary Auto Numbering tab of this form.

To change the active company in the browser application, click the name of the current company on the toolbar and select a company from the drop-down list. To change the active company in the desktop application, select Utilities > Change Company and then select a company on the Company Selection dialog box.

Posting

Use the Posting settings to determine the credit side of the entry for miscellaneous expenses, prints and reproductions, employee expenses, and employee advances.

Approvals

Use the Transaction Center Approvals to enable and enter settings for the Transaction Center approval feature. When turned on, an approver reviews transaction entry files in the Transaction Center before the files are posted.

In this area, you choose the transaction types for which the approval process applies, set up employees as approvers who review, reject, and approve the contents of the submitted transaction entry files, and select other posting and editing options.

If you do not include a transaction type in the approval process, files do not require approval. After the files are submitted, their status automatically changes to approved and they are immediately available to post. If you use alerts, approved alerts are sent instead of submitted alerts.

If you import transactions into Vantagepoint using the Import Utility, Vantagepoint uses the value of the Employees to Approve For field in the Approvers grid to determine the approver (the value in the Employees field) for the imported records.

When you enable the approval feature for a transaction type, the following rules apply:

  • Employees who are designated as Transaction Center approvers can approve or reject transactions.
  • The Transaction Center entry form includes Status, Approved By/Rejected By, and Reject Reason fields.
  • A Status column displays on the Transaction Entry Form lookup and on the Transaction List report.