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This help page will address a number of topics having to do with exporting expense data from Unanet into Deltek Costpoint.
Topics covered on this help page include:
Export the Unanet Expense Data (from Unanet)
Import the Unanet Expense Data (into Deltek)
A Unanet to Deltek Costpoint Expense Export template file has already been loaded into your Unanet system and customized to meet your Unanet and Deltek Costpoint configuration.
The Deltek Costpoint Accounts Payable Preprocessor has been installed.
Click on: Admin > Export > Blue Sideways Triangle next to the ’Unanet to Deltek Costpoint Expense Export’ file (export file name may vary) > select the appropriate criteria (Date Range, etc) > Run Export.
Once the export is run, scroll to the bottom of the page and click: ’Download the file’.
Save the file (.txt format) in a location where you may find it later for import into Deltek Costpoint.
Login to your Deltek Costpoint system as an Administrator.
Import the .txt file into Deltek Costpoint by clicking on:
Others > Product Interfaces > Preprocessors > A/P Voucher Preprocessor
Select ‘ASCI File’ from the ‘Input File > Select Input’ dropdown
Click: Select < browse to find the ‘Unanet to Deltek Costpoint Expense Export’ (.txt) file
Select the appropriate ‘Accounting Period’ information from the dropdowns
Click: Import and Print button (circled in red)
The Deltek Costpoint import navigation provided may be slightly different depending on the version of Deltek Costpoint you are running.
Also note that if there are any errors that were generated upon import, you may have to print the error page as Deltek Costpoint may not display the errors on the screen.
