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

Schedule the Bank Feed Import

If you are a system administrator, use the Process Server to change the date on which Vantagepoint starts the daily import of transactions into Bank Reconciliation and the time of day when the import is run. By default, the date and time and date are set to the date and time when you upgraded to Vantagepoint 4.5.

To schedule the bank feed import:

  1. In the Navigation pane in Vantagepoint, select Utilities > Process Server > Queue Manager.
  2. Set the Queue option to Integrations.
  3. For the Filter by Process option, select the Recurring check box.
    In the Queue Process grid, the Import Bank Data with Bank Connections job displays as a recurring task.
  4. In the Queue Process grid, click the Import Bank Data with Bank Connections hyperlink.
  5. On the Process Queue Details dialog box, in the Start After field, select the date on which Vantagepoint starts the daily import of transactions into Bank Reconciliation.
  6. In the time drop-down field, select the time at which bank feed runs the daily import.
    The process server job runs the imports process for all banks for which you set up a bank feed.
  7. Click Save.