Costpoint Help

Transaction Details Tab

Use this tab of the Manage Manual Checks screen to enter payment type, reference code, and notes about the payment.

FieldDescription
Payment Transaction

Select a payment method:

The options are:

  • Check
  • Credit Card
  • EFT
  • Wire
  • Other

Transaction Detailed Information

Field Description
Payment Reference Code Enter a reference number to identify the payment transaction.
Additional Notes Enter comments or remarks regarding the payment transaction.

Parent Topic:

Tabs of the Manage Manual Checks Screen