Screens that are available in this release of Costpoint web are in bold.
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Menu Selection |
Costpoint Web Application |
Costpoint Client/Server Application |
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Accounts Payable |
A/P Check History Inquiry |
Accounting\Accounts Payable\Inquiry\Check History Inquiry |
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A/P History Report |
Accounting\Accounts Payable\Reports\Print AP History Report |
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Check Register |
Accounting\Accounts Payable\Reports\Check Register |
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Cash Requirements Report |
Accounting\Accounts Payable\Reports\Cash Requirements Report |
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Open A/P Report |
Accounting\Accounts Payable\Reports\Open A/P Report |
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Cash Requirements Supplemental Amounts Report |
Accounting\Accounts Payable\Reports\Cash Requirements Report Supplemental Amounts |
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Accounts Receivable |
Receivables and Collections Inquiry |
Accounting\Accounts Receivable\Inquiry\Analyze Receivables and Collections |
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Accounts Receivable Inquiry |
Not in Costpoint client/server |
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A/R Aging Report |
Accounting\Accounts Receivable\Reports\Print Accounts Receivable Aging Report |
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A/R History Report |
Accounting\Accounts Receivable\Reports\Print Accounts Receivable History Report |
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Bank Account Management |
Bank Reconciliation Inquiry |
Accounting\General Ledger\Bank Account Management\Bank Reconciliation Inquiry |
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Bank Reconciliation Summary Report |
Accounting\General Ledger\Bank Account Management\Bank Reconciliation Summary Report |
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Bank Reconciliation Detail Report |
Accounting\General Ledger\Bank Account Management\Bank Reconciliation Detail Report |
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Bank Statement Report |
Accounting\General Ledger\Bank Account Management\Print Bank Statement Report |
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Budgets |
G/L Budget Report |
Accounting\General Ledger\Budgets\Print G/L Budgets |
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Cash Receipts |
Cash Receipts Edit Report |
Accounting\Accounts Receivable\Cash Receipts\Print Cash Receipts Edit Report |
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Cash Receipts Register |
Accounting\Accounts Receivable\Cash Receipts\Print Cash Receipts Register |
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Customer Statement |
Accounting\Accounts Receivable\Reports\Print Customer Statement |
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Customer List |
Accounting\Accounts Receivable\Customer Info\Print Customer Listing |
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Fixed Assets |
Asset Change History Inquiry |
Accounting\Fixed Assets\Asset/Template Changes\Asset Change History Inquiry |
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Other Books Depr History Inquiry |
Accounting\Fixed Assets\Depreciation\Other Books Depr History Inquiry |
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Projected Depreciation Expense Inquiry |
Accounting\Fixed Assets\Projections\Projected Depreciation Expense Inquiry |
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Template Change History Inquiry |
Accounting\Fixed Assets\Asset/Template Changes\Template Change History Inquiry |
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Autocreation Transactions Edit Report |
Accounting\Fixed Assets\Autocreation of Asset Records\Print Autocreation Transactions Edit Rpt |
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Asset Template List |
Accounting\Fixed Assets\Asset Templates\Print Asset Template List |
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Asset Template Detail Report |
Accounting\Fixed Assets\Asset Templates\Print Asset Template Detail Report |
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Asset Master List |
Accounting\Fixed Assets\Asset Master Records\Print Asset Master List |
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Asset Master Detail Report |
Accounting\Fixed Assets\Asset Master Records\Print Asset Master Detail |
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Asset Inventory Info Report |
Accounting\Fixed Assets\Inventory Records\Print Inventory Info |
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Asset Maintenance Info Report |
Accounting\Fixed Assets\Maintenance Records\Print Maintenance Info |
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Asset Transfer Info Report |
Accounting\Fixed Assets\Transfer Records\Print Transfer Info |
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Current Period Depreciation Expense Report |
Accounting\Fixed Assets\Depreciation\Print Current Period Depreciation Rpt |
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Depr Component Info by Book |
Accounting\Fixed Assets\Reports\Print Depr Component Info by Book |
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F/A Posted Transactions Detail Report |
Accounting\Fixed Assets\Post Depreciation and Disposals\Print Posted Transactions Detail |
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Sequential Posted Depr History Report |
Accounting\Fixed Assets\Post Depreciation and Disposals\Print Sequential Posted Depr History |
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Sequential Other Bks Depr History Report |
Accounting\Fixed Assets\Depreciation\Print Sequential Other Bks Depr History |
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F/A Comparative Book Data Report |
Accounting\Fixed Assets\Reports\Print Comparative Book Data |
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F/A Disposal Transactions Edit Report |
Accounting\Fixed Assets\Disposals\Print Disposal Transactions Edit Report |
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Asset Book Value Report |
Accounting\Fixed Assets\Reports\Print Asset Book Value Report |
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FA/GL Reconciliation Report |
Accounting\Fixed Assets\Reports\Print FA/GL Reconciliation Report |
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Schedule of Asset Activity |
Accounting\Fixed Assets\Reports\Print Schedule of Asset Activity |
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Schedule of Accum Depr Activity |
Accounting\Fixed Assets\Reports\Print Schedule of Accum Depr Activity |
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Asset Location Report |
Accounting\Fixed Assets\Reports\Print Asset Location Report |
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Asset/Template Change History Report |
Accounting\Fixed Assets\Asset/Template Changes\Print Change History |
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Projected Asset Purchases Report |
Accounting\Fixed Assets\Projections\Print Projected Asset Purchases |
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Projected Asset Disposals Report |
Accounting\Fixed Assets\Projections\Print Projected Asset Disposals |
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Projected Depreciation Expense Report |
Accounting\Fixed Assets\Projections\Print Projected Depreciation |
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General Ledger |
General Ledger Inquiry |
Accounting\General Ledger\Inquiry\G/L Inquiry |
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Account Activity Inquiry |
Accounting\General Ledger\Inquiry\Account Activity Inquiry |
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G/L Budget and Prior Year Comparison Inquiry |
Accounting\General Ledger\Inquiry\G/L Inquiry - Budget and Prior Year Comparison |
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Account List |
Accounting\General Ledger\Accounts\Print Account Listing |
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Organization List |
Accounting\General Ledger\Organizations\Print Organizational Listing |
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Account/Organization List |
Accounting\General Ledger\Accounts\Print Account/Org Listing |
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General Ledger Detail Report |
Accounting\General Ledger\Reports\Print General Ledger Detail |
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Project Ledger Detail Report |
Accounting\General Ledger\Reports\Print Project Ledger Detail |
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Trial Balance Report |
Accounting\General Ledger\Reports\Print Trial Balance |
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Project Trial Balance Report |
Accounting\General Ledger\Reports\Print Project Trial Balance |
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Financial Statement Setup Report |
Accounting\General Ledger\Financial Statement Setup\Print Financial Statement Setup |
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Unassigned/Duplicate Accounts Report |
Accounting\General Ledger\Financial Statement Setup\Print Unassigned/Duplicate Accounts |
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Financial Statements Report |
Accounting\General Ledger\Reports\Print Financial Statements |
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Financial Statement Detail Report |
Accounting\General Ledger\Reports\Print Financial Statement Detail |
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Journal Entry Edit Report |
Accounting\General Ledger\Journal Entries (JEs)\Print JE Edit Reports |
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Journal Entry Posting Summary Report |
Accounting\General Ledger\Journal Entries (JEs)\Print JE Posting Summaries |
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General Ledger Posting Summary Report |
Accounting\General Ledger\Reports\Print General Ledger Posting Summary |
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Pending Journal Entries Report |
Accounting\General Ledger\JE Approvals & Posting\Print Pending JEs Report |
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Approved JE Listing |
Accounting\General Ledger\JE Approvals & Posting\Print Approved JE Listing |
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Intercompany Receivable Edit Report |
Accounting\General Ledger\Multi-company\Print Intercompany Receivable Edit Report |
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Lien Waivers |
A/P Lien Waiver Forms |
Accounting\Accounts Payable\Lien Waiver Processing and Information\Print Lien Waivers |
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A/R Lien Waiver Forms |
Accounting\Accounts Receivable\Lien Waiver Processing and Information\Print Lien Waivers |
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Sales and Value Added Tax |
Intra EU Trade Statistics Report |
Accounting\General Ledger\Sales and Value Added Tax Reporting\Intra EC Trade Statistics Report |
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Value Added Tax Report |
Accounting\General Ledger\Sales and Value Added Tax Reporting\Sales/VAT Reporting |
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Tax Status by Account Report |
Accounting\General Ledger\Sales and Value Added Tax Reporting\Tax Reporting Status by Tax Account |
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Tax Status by Transaction Report |
Accounting\General Ledger\Sales and Value Added Tax Reporting\Tax Reporting Status by Transaction |
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Travel |
Travel History Inquiry |
Accounting\Travel\Inquiries\Travel History Inquiry |
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Matched Travel Items Inquiry |
Accounting\Travel\Inquiries\Analyze Matched Items |
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Outstanding Advances Inquiry |
Accounting\Travel\Inquiries\Analyze Outstanding Advances |
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Unmatched Travel Items Inquiry |
Accounting\Travel\Inquiries\Analyze Unmatched Expenses |
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Travel Per Diem Rates Report |
Accounting\Travel\Per Diem\Print Per Diem Rates |
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Meals and Incidentals Schedule Report |
Accounting\Travel\Per Diem\Print Meals and Incidentals Schedule |
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Relocation Reimbursements Report |
Accounting\Travel\Relocation\Print Relocation Reimbursements |
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Travel Commitments Report |
Accounting\Travel\Trip Commitments\Print Travel Commitments |
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Travel Items Edit Report |
Accounting\Travel\Vouchers\Print Travel Item Edit |
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Compare Travel Items to A/P Vouchers Report |
Accounting\Travel\Vouchers\Compare Travel Items to AP Vouchers |
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Travel Advances Aging Report |
Accounting\Travel\Reports\Aging of Advances |
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Outstanding Travel Advances Report |
Accounting\Travel\Reports\Print Outstanding Advances |
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Unreconciled Company-Paid Items Report |
Accounting\Travel\Reports\Unreconciled Company Paid Items |
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Matched Travel Items Report |
Accounting\Travel\Reports\Print Matched Items |
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Selected Travel Items Report |
Not in client/server |
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Vendors |
Vendor List |
Accounting\Accounts Payable\Vendor Reports\Print Vendor Listing |
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Vendor Information Report |
Accounting\Accounts Payable\Vendor Reports\Print Vendor Information Reports |
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Vendor Bank Information Report |
Accounting\Accounts Payable\Vendor Reports\Print Vendor Bank Info Report |
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Subcontractor Information Report |
Accounting\Accounts Payable\Vendor Reports\Print Subcontractor Information Report |
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Vendor History Inquiry |
Accounting\Accounts Payable\Inquiry\Vendor History Inquiry |
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Vouchers |
Voucher Unrealized Gain/Loss Report |
Accounting\Multicurrency\Gains/Losses\Voucher Unrealized Gain/Loss Report |
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Voucher History Inquiry |
Accounting\Accounts Payable\Inquiry\Voucher History Inquiry |
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Duplicate Invoices Report |
Accounting\Accounts Payable\Vouchers\Print Duplicate Invoices |
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Pending Vouchers Report |
Accounting\Accounts Payable\Voucher Approvals & Posting\Print Pending Vouchers Report |
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Approved Voucher List |
Accounting\Accounts Payable\Voucher Approvals & Posting\Print Approved Voucher Listing |
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Voucher Edit Report |
Accounting\Accounts Payable\Vouchers\Print Voucher Edit |
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Voucher Register |
Accounting\Accounts Payable\Reports\Voucher Register |