Screens that are available in this release of Costpoint web are in bold.
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Client/Server Menu |
Costpoint Client/Server Application |
Costpoint Web Application |
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Controls |
A/P Settings |
Administration\Configure\Accounting\A/P Settings |
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A/P Accounts |
Accounting\Maintain\Accounts\A/P Accounts |
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Cash Accounts |
Accounting\Maintain\Accounts\Cash Accounts |
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Vendor Settings |
Administration\Configure\Accounting\Vendor Settings |
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Vendor Terms |
Accounting\Configure\Vendors\Vendor Terms |
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Maintain Credit Card Upload Info |
Accounting\Configure\Credit Cards\Credit Card Import Information |
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Maintain Subcontractor Insurance Types |
Accounting\Configure\Vendors\Subcontractor Insurance Types |
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Maintain Subcontractor Bond Types |
Accounting\Configure\Vendors\Subcontractor Bond Types |
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Maintain Insurance Carrier Information |
Accounting\Configure\Vendors\Insurance Carrier Information |
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A/P Voucher Settings |
Administration\Configure\Accounting\A/P Voucher Settings |
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PO Voucher Settings |
Administration\Configure\Accounting\PO Voucher Settings |
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Approver Settings |
Administration\Configure\Accounting\A/P Approver Settings |
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Recurring AP Voucher Codes |
Accounting\Configure\Vouchers\Recurring A/P Voucher Codes |
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Vendor User-Defined Labels |
Accounting\Configure\Vendors\Vendor User-Defined Labels |
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Vendor Info |
Maintain Vendors |
Accounting\Maintain\Vendors\Vendor User Flow |
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Maintain Vendor EFT Info |
Accounting\Maintain\Vendors\Vendor EFT Info |
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Maintain Vendor Employees |
Accounting\Maintain\Vendors\Vendor Employees |
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Maintain Vendor Credit Card Info |
Accounting\Maintain\Vendors\Vendor Credit Card Information |
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Vendor User-Defined Info |
Accounting\Maintain\Vendors\User-Defined Information |
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Maintain Subcontractor Insurance |
Accounting\Maintain\Vendors\Subcontractor Insurance |
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Maintain Subcontractor Bonds |
Accounting\Maintain\Vendors\Subcontractor Bonds |
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Maintain Subcontractor Liens |
Accounting\Maintain\Vendors\Subcontractor Liens |
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Vendor Reports |
Print Vendor Listing |
Accounting\Review\Vendors\Vendor List |
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Print Vendor Information Reports |
Accounting\Review\Vendors\Vendor Information Report |
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Print Vendor Bank Info Report |
Accounting\Review\Vendors\Vendor Bank Information Report |
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Print Subcontractor Information Report |
Accounting\Review\Vendors\Subcontractor Information Report |
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Vouchers |
Create Recurring A/P Vouchers |
Accounting\Transactions\Vouchers\Create Recurring A/P Vouchers |
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Enter A/P Vouchers |
Accounting\Transactions\Vouchers\Enter A/P Vouchers |
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Enter PO Vouchers |
Accounting\Transactions\Vouchers\Enter PO Vouchers |
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Create PO Vouchers from POs/Receipts |
Accounting\Transactions\Vouchers\Create PO Vouchers from POs/Receipts |
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Create Subcontract PO Vouchers |
Accounting\Transactions\Vouchers\Create Subcontract PO Vouchers |
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Reverse Posted Vouchers |
Accounting\Transactions\Vouchers\Reverse Posted Vouchers |
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Print Voucher Edit |
Accounting\Review\Vouchers\Voucher Edit Report |
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Print Duplicate Invoices |
Accounting\Review\Vouchers\Duplicate Invoices Report |
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Create Debit Memos |
Accounting\Transactions\Vouchers\Create Debit Memos |
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Print Debit Memos |
Accounting\Transactions\Vouchers\Print Debit Memos |
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Recompute and Print Discrepancies |
Accounting\Process\Vouchers\Recompute PO Voucher Discrepancies |
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Voucher Approvals & Posting |
Print Pending Vouchers Report |
Accounting\Review\Vouchers\Pending Vouchers Report |
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Approve Vouchers |
Accounting\Transactions\Vouchers\Approve Vouchers |
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Print Approved Voucher Listing |
Accounting\Review\Vouchers\Approved Voucher List |
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Post Vouchers |
Accounting\Process\Post\Post Vouchers |
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Prepare/Approve Checks |
Update Pay When Paid Voucher History |
Accounting\Process\Pay\Update Pay When Paid Voucher History |
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Select Vouchers |
Accounting\Process\Pay\Select Vouchers |
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Edit Payment Status by AP Account |
Accounting\Process\Pay\Edit Voucher Payment Status |
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Edit Payment Status by Vendor |
Accounting\Process\Pay\Edit Voucher Payment Status |
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Approve Checks |
Accounting\Transactions\Checks\Approve Checks |
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Print Prepayment Edit |
Accounting\Process\Pay\Prepayment Edit Report |
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EFT |
Print EFT Pre-Transfer Edit Report |
Accounting\Process\Pay\EFT Pre-Transfer Edit Report |
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Create EFT File |
Accounting\Process\Pay\Create EFT File |
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Print EFT Edit Report |
Accounting\Process\Pay\EFT Edit Report |
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Print Checks |
Print/Void Checks |
Accounting\Process\Pay\Print/Void A/P Checks |
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Record Manual Checks |
Accounting\Transactions\Checks\Record Manual Checks |
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Record Unusable Checks |
Accounting\Transactions\Checks\Record Unusable Checks |
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Post Cash Disbursements |
Accounting\Process\Post\Post Cash Disbursements |
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Lien Waiver Processing and Information |
Maintain Lien Waiver Document Names |
Accounting\Configure\Lien Waivers\Lien Waiver Document Names |
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Maintain Project Waiver Information |
Accounting\Transactions\Lien Waivers\Enter A/P Project Waiver Information |
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Print Lien Waivers |
Accounting\Review\Lien Waivers\A/P Lien Waiver Forms Accounting\Review\Lien Waivers\A/R Lien Waiver Forms |
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Maintain Lien Waiver Information |
Accounting\Transactions\Lien Waivers\Enter A/P Lien Waiver Information |
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CIS Vouchers |
Maintain CIS Voucher History |
Accounting\Process\Construction Industry Scheme\Enter CIS Voucher History |
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Record Spoilt CIS Vouchers |
Accounting\Process\Construction Industry\Record Spoilt CIS Vouchers |
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Inquiry |
Vendor History Inquiry |
Accounting\Review\Vendors\Vendor History Inquiry |
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Check History Inquiry |
Accounting\Review\Accounts Payable\A/P Check History Inquiry |
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Voucher History Inquiry |
Accounting\Review\Vouchers\Voucher History Inquiry |
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Reports |
Voucher Register |
Accounting\Review\Vouchers\Voucher Register |
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Open A/P Report |
Accounting\Review\Accounts Payable\Open A/P Report |
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Cash Requirements Report Supplemental Amounts |
Accounting\Review\Accounts Payable\Cash Requirements Supplemental Amounts Report |
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Cash Requirements Report |
Accounting\Review\Accounts Payable\Cash Requirements Report |
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Check Register |
Accounting\Review\Accounts Payable\Check Register |
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Print AP History Report |
Accounting\Review\Accounts Payable\A/P History Report |
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Year-End Processing |
Create 1099 Information |
Accounting\Process\Calendar Year End\Create 1099 Information |
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Print 1099 Edit Report |
Accounting\Process\Calendar Year End\1099 Edit Report |
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Edit 1099 Information |
Accounting\Process\Calendar Year End\Edit 1099 Information |
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Print 1099s/Create Magnetic Media |
Accounting\Process\Calendar Year End\Print 1099s/Create Magnetic Media |
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Utilities |
Maintain Vendor History |
Accounting\Utilities\Travel Tools\Archive Vendor History |
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Maintain Check History |
Accounting\Utilities\Transaction History\ Initialize Check History |
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Purge Vouchers |
Accounting\Utilities\Purge\Purge Vouchers |
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Company Credit Card Transaction Upload |
Accounting\Utilities\Import\Import Company Credit Card Transactions |
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Miscellaneous Toolkits |
Accounting\Utilities\Accounts Payable Tools\Reorder Vendor Address Line Information Accounting\Utilities\Accounts Payable Tools\Electronic Funds Transfer (EFT) File Conversion Accounting\Utilities\Accounts Payable Tools\Update Vendor Default Account Descriptions Accounting\Utilities\Accounts Payable Tools\Update Discount Method for Posted Vouchers |
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Initialize 1099 Line Types (toolkit) |
Not in Costpoint web |
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CLIEOP03 Netherlands File Options (toolkit) |
Not in Costpoint web |