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

Enter Account Balances History

You can enter information about general ledger account balances prior to the installation cutoff date.

To enter historical account balances information:

  1. In the Navigation pane, select Utilities > History Loading > Account Balances.
  2. On the toolbar of the Account Balances history form, select the company.
  3. Also on the toolbar, select a period-ending date for the data to be included.
  4. At the top of the Account Balances History form, enter either a complete or partial name or number in the Find organization lookup field to find and select an existing organization for which you want to enter account balances.
  5. Verify that the currency specified in the Functional Currency field is correct for the company that you selected.
  6. To add accounts, click the + Add Account option below the grid and complete the fields for each row that you add.
  7. Click Save.