Screens that are available in this release of Costpoint web are in bold. If the screen name is followed by an asterisk (*), the Costpoiont web menu name may differ from the actual screen name.
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Menu Selection |
Costpoint Web Application |
Costpoint Client/Server Application |
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Accounts Payable Tools |
Electronic Funds Transfer (EFT) File Conversion |
Accounting\Accounts Payable\Utilities\Miscellaneous Toolkits\Electronic Funds Transfer (EFT) File Conversion |
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Reorder Vendor Address Line Information |
Accounting\Accounts Payable\Utilities\Miscellaneous Toolkits\Reorder Vendor Address Line Information |
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Update Vendor Default Account Descriptions |
Accounting\Accounts Payable\Utilities\Miscellaneous Toolkits\Update Vendor Default Account Descriptions |
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Update Discount Method for Posted Vouchers |
Accounting\Accounts Payable\Utilities\Miscellaneous Toolkits\Update Discount Method for Posted Vouchers |
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Transaction History |
Initialize Vendor History |
Accounting\Accounts Payable\Utilities\Maintain Vendor History |
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Initialize Check History |
Accounting\Accounts Payable\Utilities\Maintain Check History |
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Initialize A/R History |
Accounting\Accounts Receivable\Beginning Balances\Maintain A/R History |
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Initialize Archive Travel Advances History |
Accounting\Travel\History\Maintain Advance History |
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Initialize Consolidation Transfer History |
Accounting\Consolidations\Consolidation Transfer History |
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Fixed Asset Tools |
Change F/A Bar Code Scanner Settings |
Accounting\Fixed Assets\Utilities\Miscellaneous Toolkits\Maintain Bar Code Scanner Settings |
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Compute/Update FYTD Amount |
Accounting\Fixed Assets\Utilities\Miscellaneous Toolkits\Compute\Update FYTD Amount |
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Copy Transfer Data to Asset Audit Log |
Accounting\Fixed Assets\Utilities\Miscellaneous Toolkits\Copy Transfer Data to Asset Audit Log |
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Modify Current Depr Yr & Days/Pds Remaining |
Accounting\Fixed Assets\Utilities\Miscellaneous Toolkits\Modify Current Depr Yr & Days/Pds Remaining |
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Update Current Pd Depr Amount |
Accounting\Fixed Assets\Utilities\Miscellaneous Toolkits\Update Current Pd Depr Amount |
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Update FA FY/Pd Info from GL FY/Pd Info |
Accounting\Fixed Assets\FA FY/Pd Settings\Update FA FY/Pd Info from GL FY/Pd Info |
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Update FY, Pd, and Subpd for Manual Disposals |
Accounting\Fixed Assets\Utilities\Miscellaneous Toolkits\Update FY, Pd, and Subpd for Manual Disposals |
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Update the JE Req'd Flag in the Asset Audit Log |
Accounting\Fixed Assets\Utilities\Miscellaneous Toolkits\Update the JE Req'd Flag in the Asset Audit Log |
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Veryify/Update Amt Taken Purchase YTD |
Accounting\Fixed Assets\Utilities\Verify/Update Amt Taken Purchase YTD |
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Verify/Update Depr Computation Data |
Accounting\Fixed Assets\Utilities\Verify/Update Depr Computation Data |
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General Ledger Tools |
Non-Project Beginning Balances |
Accounting\General Ledger\Beginning Balances\Maintain Non-Project Beginning Balances |
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Project Beginning Balances |
Accounting\General Ledger\Beginning Balances\Maintain Project Beginning Balances |
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Reference Beginning Balances |
Accounting\General Ledger\Beginning Balances\Maintain Reference Beginning Balances |
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Prior Year Non-Project Comparative Balances |
Accounting\General Ledger\Beginning Balances\Maintain Prior Year Non-Project Comparative Balances |
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Prior Year Project Comparative Balances |
Accounting\General Ledger\Beginning Balances\Maintain Prior Year Project Comparative Balances |
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Labor History to General Ledger Comparison |
Accounting\General Ledger\Utilities\Labor History to General Ledger Comparison |
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Update Beginning Bank Statement Balances |
Accounting\General Ledger\Utilities\Miscellaneous Toolkits\Update Beginning Bank Statement Balances |
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Update Financial Statement Summary Balances |
Accounting\General Ledger\Utilities\Update Financial Statement Summary Balances |
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Import |
Import Company Credit Card Transactions |
Accounting\Travel\Utilities\Company Credit Card Transaction Upload |
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Import A/P Vouchers |
Others\Product Interfaces\Preprocessors\A/P Voucher Preprocessor |
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Import A/P Multicurrency Vouchers |
Others\Product Interfaces\Preprocessors\Multicurrency A/P Voucher Preprocessor |
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Import Asset Location Data |
Accounting\Fixed Assets\Utilities\Asset Location Preprocessor |
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Maintain Asset Location Exception |
Accounting\Fixed Assets\Utilities\Maintain Asset Location Exception |
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Import Journal Entries |
Others\Product Interfaces\Preprocessors\Journal Entry Preprocessor |
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Consolidation Preprocessor |
Accounting\Consolidations\Import Consolidation Data |
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Import Company Credit Card Transactions |
Accounting\Accounts Payable\Utilities\Company Credit Card Transaction Upload |
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Import Corporate Planner Budgets |
Others\Product Interfaces\Corporate Planner Interface |
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Purge |
Purge Bank Transactions History |
Accounting\General Ledger\Bank Account Management\Purge Bank Transactions History |
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Purge Cash Receipts History |
Accounting\Accounts Receivable\Utilities\Purge Cash Receipts History |
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Purge Customers |
Accounting\Accounts Receivable\Utilities\Purge Customers |
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Purge Vouchers |
Accounting\Accounts Payable\Utilities\Purge Vouchers |
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Purge Journal Entry History |
Accounting\General Ledger\Utilities\Purge JE History |
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Purge Intercompany Receivables |
Accounting\General Ledger\Utilities\Purge Intercompany Receivables |
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Purge All Fixed Assets Info |
Accounting\Fixed Assets\Purge Fixed Assets Info\Purge All Asset Info |
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Purge F/A Asset/Template Change History |
Accounting\Fixed Assets\Purge Fixed Assets Info\Purge Asset/Template Change History |
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Purge F/A Other Books Depreciation History |
Accounting\Fixed Assets\Purge Fixed Assets Info\Purge Other Books Depr History |
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Purge F/A Posted Transactions Detail |
Accounting\Fixed Assets\Purge Fixed Assets Info\Purge Posted Transactions Detail |
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Travel Tools |
Assign Voucher Numbers |
Accounting\Travel\Utilities\Miscellaneous Toolkits\Assign Voucher Numbers |
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Update Apply Advance |
Accounting\Travel\Utilities\Miscellaneous Toolkits\Update Apply Advance |