Travel

Costpoint Client/Server Menu

Costpoint Client/Server Application

Costpoint Web Application

Controls

Travel Settings

Administration\Configure\Accounting\Travel Settings

Maintain Advance Types

Accounting\Configure\Travel\Travel Advance Types

Maintain Travel Account Groups

Accounting\Configure\Travel\Travel Account Groups

Maintain Expense Types

Accounting\Configure\Travel\Travel Expense Types

Transportation Info

Accounting\Configure\Travel\Travel Transportation Information

Vendor Travel Info

Accounting\Maintain\Travel\Vendor Travel Information

Per Diem

Update Per Diem Rates

Accounting\Process\Travel\Update Travel Per Diem Rates

Maintain Per Diem Rates

Accounting\Maintain\Travel\Per Diem Rates

Print Per Diem Rates

Accounting\Review\Travel\Travel Per Diem Rates Report

Maintain Meals and Incidentals Schedule

Accounting\Maintain\Travel\Meals and Incidentals Schedule

Print Meals and Incidentals Schedule

Accounting\Review\Travel\Meals and Incidentals Schedule Report

Relocation

Maintain Relocation Reimbursements

Accounting\Maintain\Travel\Relocation Reimbursements

Print Relocation Reimbursements

Accounting\Review\Travel\Relocation Reimbursements Report

Trip Commitments

Schedule Trips

Accounting\Transactions\Travel\Schedule Trips

Print Travel Commitments

Accounting\Review\Travel\Travel Commitments Report

Advance Processing

Enter Advance Requests

Accounting\Transactions\Travel\Enter Travel Advance Requests

Vendor Expense Report Processing

Enter Expense Reports

Accounting\Transactions\Travel\Enter Travel Expense Reports

Company Paid Expense Processing

Enter Company Paid Expenses

Accounting\Transactions\Travel\Enter Company-Paid Travel Expenses

Matching

Match Company Paid Expenses

Accounting\Process\Travel\Match Company Paid Travel Expenses

Reconcile Unmatched Expenses

Not in Costpoint web

Vouchers

Print Travel Item Edit

Accounting\Review\Travel\Travel Items Edit Report

Select Items for Voucher Creation

Accounting\Process\Travel\Select Travel Items for Voucher Creation

Create/Post AP Vouchers

Accounting\Process\Post\Create/Post AP Vouchers from Travel Expenses

Compare Travel Items to AP Vouchers

Accounting\Review\Travel\Compare Travel Items to A/P Vouchers Report

Inquiries

Analyze Outstanding Advances

Accounting\Review\Travel\Outstanding Travel Advances Report

Travel History Inquiry

Accounting\Review\Travel\Travel History Inquiry

Analyze Unmatched Expenses

Accounting\Review\Travel\Unmatched Travel Items Inquiry

Analyze Matched Items

Accounting\Review\Travel\Matched Travel Items Report

Reports

Aging of Advances

Accounting\Review\Travel\Travel Advances Aging Report

Print Outstanding Advances

Accounting\Review\Travel\Outstanding Travel Advances Report

Unreconciled Company Paid Items

Accounting\Review\Travel\Unreconciled Company-Paid Items Report

Print Matched Items

Accounting\Review\Travel\Matched Travel Items Report

History

Maintain Advance History

Accounting\Utilities\Archive\Archive Travel Advances History

Enter Unmatched Expenses

Accounting\Transactions\Travel\Enter Unmatched Travel Expenses

Utilities

Company Credit Card Transaction Upload

Accounting\Utilities\Import\Import Company Credit Card Transactions

Miscellaneous Toolkits

Accounting\Utilities\Travel Tools\Update Apply Advance

Accounting\Utilities\Travel Tools\Assign Voucher Numbers