Common Tasks
This section describes basic tasks that you complete in various areas of Vantagepoint.
- Related Topics:
- Find an Application on the Navigation Pane
Use the Find Application search field to quickly locate applications on the Navigation pane. - Use Navigation Pane Favorites
A key feature of the Navigation pane is the ability to specify applications that you frequently use as "favorites." When you access the Navigation pane, the favorite applications display in a separate menu for quick access. - Open an Application in a New Browser Tab
From any application in Vantagepoint, you can display another instance of the application in a separate browser tab. - Completing Required Fields
Some Vantagepoint forms, tabs, and dialog boxes require data in certain fields before you can save, select another record, go to another tab, or close the form. - Working with Grids
You enter most Vantagepoint information in grids on various forms. In a grid's columns and rows, you can enter, change, and view data for a record or a transaction. - Changing the Accounting Period
You select the accounting period in which you want to work (the active period) in Vantagepoint. - Saving Your Work
There are different methods for saving your work. In some cases, you click a button, icon, or Action menu item. In other cases, Vantagepoint saves your work automatically. - Saving Options for Processing Applications
For accounting processing applications, you can save options for future use. - Printing Records
You can print reports from several areas in the Vantagepoint application. - Using the Smart Summaries Tool
Use the AI Generated Smart Summaries tool to create high-level summaries of data contained in hubs, such as information for clients or projects. - Scheduling Processes
You can schedule a process or job to run at a later time or set them to recur at regular intervals in the future. - Exporting Data to a Comma-Separated Values (.csv) File
In various places throughout Vantagepoint, you can export data from a grid to a comma-separated values (CSV) file. - Exporting Data to an Excel File
In various places throughout Vantagepoint, you can export data from a grid to an Excel file. - Import Records from Comma-Separated Values (.csv) Files
If you have access to the Import and Export utilities in the browser application, you can run an import process that adds multiple records from comma-separated values (.csv) files into Vantagepoint. This allows you to quickly add multiple records into the application. - Send Emails
From certain applications, you can send email messages that include records, reports, links to data, and text. For example, after you generate a report, you can send it to fellow employees while you are still working in the Reporting application.
Parent Topic: Basics