Exporting Expenses to Deltek Costpoint

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:


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.

Export the Unanet Expense Data

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.

Import the Unanet Expense Data

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.

    Related Topics