Screens that are available in this release of Costpoint web are in bold. If the screen name is followed by an asterisk (*), the Costpoint web menu name may differ from the actual screen name.
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Client/Server Menu |
Costpoint Client/Server Application |
Costpoint Web Application |
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Controls |
A/R Settings |
Adminstration\Configure\Accounting\A/R Settings |
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Set System Assigned Cash Receipt Number |
Accounting\Configure\General Ledger\Set System Assigned Cash Receipt Number |
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Maintain Transfer Accounts |
Accounting\Maintain\Accounts\Transfer Accounts |
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Customer Controls |
Customer Terms |
Accounting\Configure\Customers\Customer Terms |
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Customer User-Defined Labels |
Accounting\Configure\Customers\Customer User-Defined Labels |
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Customer Types |
Accounting\Configure\Customers\Customer Types Materials\Configure\Customers\Customer Types |
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Credit Limits |
Accounting\Configure\Customers\Customer Credit Limits Materials\Configure\Customers\Customer Credit Limits* |
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Credit Ratings |
Accounting\Configure\Customers\Customer Credit Ratings Materials\Configure\Customers\Customer Credit Ratings* |
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Sales Territories |
Accounting\Configure\Customers\Sales Territories Materials\Configure\Customers\Sales Territories |
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Shipping Methods |
Accounting\Configure\Customers\Shipping Methods |
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Customer Info |
Maintain Customer |
Accounting\Maintain\Customers\Customers |
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Customer User-Defined Info |
Accounting\Maintain\Customers\Customer User-Defined Information |
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Print Customer Listing |
Accounting\Review\Cash Receipts\Customer List |
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Cash Receipts |
Enter Cash Receipts |
Accounting\Transaction\Cash Receipts\Enter Cash Receipts |
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Restore Cash Receipts |
Accounting\Transaction\Cash Receipts\Restore Cash Receipts |
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Print Cash Receipts Edit Report |
Accounting\Review\Cash Receipts\Cash Receipts Edit Report |
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Post Cash Receipts |
Accounting\Process\Post\Post Cash Receipts |
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Print Cash Receipts Register |
Accounting\Review\Cash Receipts\Cash Receipts Register |
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Adjust A/R Underpayment Amounts |
Accounting\Transactions\Cash Receipts\Adjust A/R Underpayment Amounts |
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Finance Charges |
Compute Finance Charges |
Accounting\Accounts Receivable\Finance Charges\Compute Finance Charges |
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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/R Project Waiver Information |
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Print Lien Waivers |
Accounting\Review\Lien Waivers\A/R Lien Waiver Forms |
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Maintain Lien Waiver Information |
Accounting\Transactions\Lien Waivers\Enter A/R Lien Waiver Information |
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Inquiry |
Analyze Receivables and Collections |
Accounting\Review\Accounts Receivable\Receivables and Collections Inquiry |
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Project Receivable Inquiry |
Not in Costpoint web |
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Customer Receivable Inquiry |
Not in Costpoint web |
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Reports |
Print Customer Statement |
Accounting\Review\Cash Receipts\Customer Statement |
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Print Accounts Receivable Aging Report |
Accounting\Review\Accounts Receivable\A/R Aging Report |
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Print Accounts Receivable History Report |
Accounting\Review\Accounts Receivable\A/R History Report |
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Beginning Balances |
Maintain A/R History |
Accounting\Utilities\Transaction History\ Initialize A/R History |
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Utilities |
Purge Cash Receipts History |
Accounting\Utilities\Purge\Purge Cash Receipts History |
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Purge Customers |
Accounting\Utilities\Purge\Purge Customers |
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Miscellanous Toolkits |
Not in Costpoint web |