Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Transaction Entry

In Transaction Entry, you create transaction files and the records within them, modify the contents of existing transaction files, set control totals, and establish recurring transactions. You can also delete transaction files, if needed, and unlock locked transaction files.

Multiple Companies

If your enterprise uses multiple companies:

  • The company that you select at login, or when you switch to a different company, is the active company. All of the transactions that you create while logged in to this company will belong to this company. You can modify or post only those transaction files owned by the active company.

    For timesheet, labor adjustment, expense report, and expense payment transactions, only employees that are associated with the active company are available for entry.

  • Your role's security access rights impact the types of transactions that you can enter. The role must have access to enter the selected transaction type for the active company. If the active company does not have access to enter transactions, an alert displays. Contact your system administrator for more information.

Multiple Currencies

If your enterprise uses multiple currencies, each transaction amount is stored in the following currencies:

  • The transaction currency, which is the one that you select in Transaction Entry.
  • The functional currency of the company that owns (via organization structure) the project, phase, or task charged for the transaction.
  • The project currency and billing currency for the project, phase, or task charged for the transaction.

If the transaction currency and functional currency differ, Vantagepoint uses the daily exchange rates that you establish in Settings to calculate the amount in the functional currency. Usually, a transaction is recorded using the exchange rate in effect on the date the transaction took place, unless you specify an override.

If you need to override this exchange, you can:

  • Override the exchange rate for a full transaction.
  • Override the exchange rate for a single line item.

Concepts

For related background materials, see the discussions about transaction entry and posting, and the processing cycle concepts in the Concepts section of the help.