Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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GL Account Review

Use this application in the Transaction Center to view posted transactions and make an entry, or change an entry, in a user-defined field for posted transactions.

On the GL Account Review form, you enter search criteria to determine the posted transactions to view in the Transactions grid on the form. You can select various types of transactions to view.

You select the columns that display in the grid, including any user-defined fields that you created for transactions.

All columns (fields) in the grid are read-only except the user-defined fields. You can enter, edit, and view data in the user-defined fields.

If you have multiple companies in Vantagepoint, GL Account Review is company-specific. Only posted transactions for the active company (the one you are logged in to) display in GL Account Review.

Role Security Required to Make or Change an Entry in a User-Defined Fields for Posted Transactions

To make or change an entry in a user-defined field for a posted transaction in GL Account Review, your security role must give you Post access for the transaction type of the posted transaction. This access is specified for a security role in Settings > Security > Roles. On the Accounting tab of the Roles form, add a transaction type and select the Post checkbox for it in the Transaction Types grid.

If your security role does not give you Post access, a user-defined field in GL Account Review is read-only.

Creating User-Defined Fields

You create user-defined fields to use for posted transactions on the Transactions form in Settings > Accounting > Transactions.

For more information, see the following topics: