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

Display the Match Transactions Dialog Box

Display the dialog box from an imported transaction record.

Prerequisites:
  • You must select Import Enabled on the Options tab of Settings > Cash Management > Banks.
  • You must have imported transactions that can be matched to existing payment or receipt transactions.
  1. In the Navigation pane, select Cash Management > Bank Reconciliation.
  2. Select an existing bank reconciliation record.
  3. On the Bank Reconciliation form, click one of the following tabs:
    • Payments tab: In the Payments grid, hover over a payment entry and click Match Transaction.
    • Receipts tab: In the Receipts grid, hover over a receipt entry and click Match Transaction.
    • Import tab: In the Import Records grid, hover over an imported transaction and click Match Transaction.
    If the reconciliation is closed, this option is not available. However, you can reopen the reconciliation if you need to display the detailed information.