Costpoint Help

Cash Management Module

Screen elements in Manage Company Bank Accounts and View Bank Reconciliation are some examples of the affected applications by the DLTKSMB (Basic Screens) UI Profile.


Related Topics:

Accept Bank Transactions (GLMACPT)

  • Transaction Types group box - Manual Adjustments from Foreign Currency Balance and Adjustments check box - GL Transactions table window - Trans Amount column - REF_1 column - REF_2 column - Bank Statement Transactions table window (entire)

Create Bank Transactions History (GLPBKTRN)

  • Exchange Rates subtask (entire)

Manage Company Bank Accounts (US Banks) (GLMCOBNK)

  • Details tab - Bank Info group box - Currency field - Account Info group box - IBAN Code field - SWIFT Code field - Non-US Bank Account field - Approved Intermediary Banks subtask (entire) - View Cash Accounts subtask - REF_1 field - REF_2 field

Print Bank Reconciliation Detail Reports (GLRBKREC)

  • Selection Ranges group box - Currency: Option, and Start fields

View Bank Reconciliation Summary (GLQBKINQ)

  • Select Bank Account group box - Currency field - C/R per Books subtask - Func Total G/L Amount field - Cash Receipts Per Books table window - REF 1 field - REF 2 field - Func Crncy G/L Amount field - C/D per Books subtask - Func Total G/L Amount field - Cash Disbursement Per Books table window - REF 1 field - REF 2 field - Func Crncy G/L Amount field - Manual Adj subtask - Func Total G/L Amount field - Manual Adjustments table window - Func Crncy G/L Amount field - Deposits in Transit subtask - Func Total Receipt Amount field - Deposits in Transit table window - REF 1 field - REF 2 field - Func Crncy Receipt Amount field - Outstanding Chks subtask - Func Total Check Amount field - Outstanding Checks table window - REF 1 field - REF 2 field - Func Crncy Check Amt field - Outstanding Adj subtask - Func Total Adjusted Amount field - Outstanding Manual Adjustments table window - Func Crncy Adjustment Amt field - Unmatched C/R subtask - Func Total G/L Amount field - Unmatched Cash Receipts table window - REF 1 field - REF 2 field - Func Crncy G/L Amount field - Unmatched C/D subtask - Func Total G/L Amount field - Unmatched Cash Disbursements table window - REF 1 field - REF 2 field - Func Crncy G/L Amount field - Unmatched Adj subtask - Func Total G/L Amount field - Unmatched Manual Adjustments table window - REF 1 field - REF 2 field - Func Crncy G/L Amount field

Parent Topic:

Accounting