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

Import Bank Transactions Thru Bank Feed

The latest bank transactions display in the Import Records grid if you set up and activated the bank feed.

You set up the bank feed by connecting a bank code with Plaid, a bank aggregator. For more information, see Bank Feed.

Vantagepoint updates the Import Records grid with bank transactions daily. The imported records from a bank feed are not associated with a bank statement. Vantagepoint matches imported records to posted records as part of the import process.

If you want to import bank transactions that were posted after the daily import, click Other Actions > Refresh Bank Feed on the Actions bar.