Accounting - Configure Menu

Menu Selection

Costpoint Web Application

Costpoint Client/Server Application

Consolidations                                                

Transfer Locations

Accounting\Consolidations\Controls\Maintain Transfer Locations

Consolidation Account/Organization Mappings

Accounting\Consolidations\Controls\Consolidation Acct/Org Mappings

Link Consolidation Locations

Accounting\Consolidations\Controls\Link Consolidation Locations

Credit Cards

Credit Card Import Information

Accounting\Accounts Payable\Controls\Maintain Credit Card Upload Info

Customers

Customer Credit Limits

Accounting\Accounts Receivable\Customer Controls\Credit Limits

Customer Credit Ratings

Accounting\Accounts Receivable\Customer Controls\Credit Ratings

Customer Terms

Accounting\Accounts Receivable\Customer Controls\Customer Terms

Customer Types

Accounting\Accounts Receivable\Customer Controls\Customer Types

Sales Territories

Accounting\Accounts Receivable\Customer Controls\Sales Territories

Shipping Methods

Accounting\Accounts Receivable\Customer Controls\Shipping Methods

Customer User-Defined Labels

Accounting\Accounts Receivable\Customer Controls\Customer User-Defined Labels

Fixed Assets

Asset Master Field Labels

Accounting\Fixed Assets\Controls\Asset Master Field Labels

F/A Tracking Field Labels

Accounting\Fixed Assets\Controls\Tracking Field Labels

F/A Autocreation Settings for PO/Rcvng Data

Accounting\Fixed Assets\Autocreation of Asset Records\Autocreation Settings for PO/Rcvng Data

F/A Default Autocreation Asset Numbering

Accounting\Fixed Assets\Autocreation of Asset Records\Default Autocreation Asset Numbering

F/A Autocreation Accounts

Accounting\Fixed Assets\Autocreation of Asset Records\Autocreation Accounts

Asset/Template Change Settings

Accounting\Fixed Assets\Asset/Template Changes\Asset/Template Change Settings

Asset Master User-Defined Labels

Accounting\Fixed Assets\Controls\User-Defined Labels

General Ledger

Company Taxable Entity Information

Accounting\General Ledger\Organizations\Set Up Company Info

Account Entry Groups

Accounting\General Ledger\Controls\Account Entry Groups

Account User-Defined Labels

Accounting\General Ledger\ Controls\Account User-Defined Labels

Organization User-Defined Labels

Accounting\General Ledger\Controls\Organization User-Defined Labels

Set System Assigned Cash Receipt Number

Accounting\Accounts Receivable\Controls\Set System Assigned Cash Receipt Number

Set System Assigned Journal Entry Number

Accounting\General Ledger\ Controls\Set System Assigned JE Number

Journal Entry Preprocessor Suspense Setup

Others\Product Interfaces\Preprocessors\Journal Entry Suspense Setup

Lien Waivers

Lien Waiver Document Names

Accounting\Accounts Payable\Lien Waiver Processing and Information\Maintain Lien Waiver Document Names

Reference Structures

Reference Structures

Accounting\General Ledger\Reference Numbers (Ref)\Define Ref Structures

Travel

Travel Advance Types

Accounting\Travel\Controls\Maintain Advance Types

Travel Expense Types

Accounting\Travel\Controls\Maintain Expense Types

Travel Account Groups

Accounting\Travel\Controls\Maintain Travel Account Groups

Travel Transportation Information

Accounting\Travel\Controls\Transportation Info

Vendors

Insurance Carrier Information

Accounting\Accounts Payable\Controls\Maintain Insurance Carrier Information

Subcontractor Bond Types

Accounting\Accounts Payable\Controls\Maintain Subcontractor Bond Types

Subcontractor Insurance Types

Accounting\Accounts Payable\Controls\Maintain Subcontractor Insurance Types

Vendor User-Defined Labels

Accounting\Accounts Payable\Controls\Vendor User-Defined Labels

Vendor Settings

Accounting\Accounts Payable\Controls\Vendor Settings

Vendor Terms

Accounting\Accounts Payable\Controls\Vendor Terms

Vouchers

Recurring A/P Voucher Codes

Accounting\Accounts Payable\Controls\Recurring AP Voucher Codes