Deltek Vantagepoint Help

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Example of a Text File for Importing Credit Card Charges

You import charges from credit card statements into Vantagepoint from a text (.txt) file or a comma-separated values (.csv) file.

This example shows the settings that you could enter on the Import tab in Settings > Cash Management > Credit Cards and the contents of the text file that must match the settings.

Settings that You Selected on the Import Tab of the Credit Cards Settings Form

Field on the Tab Entry
Field Delimiter #
Text Qualifier '
Decimal Symbol .
Date Handling Order MDY
Date Handling Delimiter /
Leading Zeros Enabled
Four Digit Years Enabled

Fields that You Selected to Include in the Text File and their Order

In the Import Detail grid on the Import tab of the Credit Card settings form, you select the fields to import. You also use the up and down arrows in the grid toolbar to move the fields in the grid to establish the order in which you want them in the text file.

Include Check Box Field Name
Selected Cardholder Name
Selected Date
Selected Merchant Description
Selected Amount
Selected Transaction ID

Contents of the Text (Import) File that Match the Settings You Entered on the Import Tab

One credit card charge is defined in each row in the text file:

Cheryl Jones#3/30/2014#Staples#75.00#8165447

William Apple#4/15/2014#YellowCab#35.00#8432111

William Apple#4/17/2014#Hyatt Regency NYC#795.00#9125473

Patricia Picard#4/23/2014#Jakes#200.00#8421544

James Bartlett#4/24/2014#McMennemins#150.00#2184621

Patricia Picard#4/24/2014#Delta#435.00#9542844

James Bartlett#4/25/2014#Marriott#450.00#7584177

James Bartlett#4/25/2014#Enterprise Rentals#325.00#6485422