Important Information in Error Messages About Bank Feed

When you encounter an error that is related to the bank's connection with Plaid, Vantagepoint now displays additional information in the error message to help with troubleshooting.

Deltek recommends to note these IDs and relay them to Deltek Customer Care when you seek assistance.

The following are the scenarios when you may encounter an error and the additional information that are displayed in error messages:
Scenario Path Information in Error or Status Message
When you click the Connect button to enable the connection between the bank and Plaid Settings > Cash Management > Banks
  • Request ID
  • Link Session ID
When you click the Refresh Connection button to re-establish the connection between the bank and Plaid Settings > Cash Management > Banks
  • Request ID
  • Link Session ID
When you click the the Disconnect button to disable the connection between the bank and Plaid Settings > Cash Management > Banks
  • Request ID
  • Link Session ID
When you click Other Actions > Refresh Bank Transactions to import the latest transactions Import Tab on Cash Management > Bank Reconciliation Request ID
When the process server runs a scheduled import job of bank transactions Process Queue Details dialog box in Utilities > Process Server > Queue Manager Request ID