Costpoint Client/Server Menu

Costpoint Client/Server Application

Costpoint Web Application

Billing Controls

Billing Settings

Administration\Configure\Projects\Billing Settings

Maintain WAWF Billing Settings

Administration\Configure\Projects\Maintain WAWF Billing Settings

Maintain Other Charges

Projects\Configure\Billing\Other Billing Charges

Maintain Billing Accounts

Projects\Configure\Billing\Billing Accounts

Remittance Addresses

Projects\Configure\Billing\Remittance Addresses

Govt. Payment Offices

Projects\Configure\Billing\Government Payment Offices

Contractor Addresses

Projects\Configure\Billing\Contractor Addresses

Billing Cycle

Projects\Configure\Billing\Billing Cycles

Billing User Groups

Projects\Configure\Billing\Billing User Groups

Billing Standard Text

Projects\Maintain\Billing\Billing Standard Text

Taxable Sales Account

Projects\Maintain\Billing\Taxable Bill Accounts

Formats

Generic Billing Formats

Projects\Maintain\Billing\Generic Billing Formats

Supporting Schedule Formats

Projects\Maintain\Billing\Supporting Schedule Formats

Billing Master

Project Billing Info

Projects\Maintain\Billing\Project Billing Information

Maintain ACRN Bills

Projects\Maintain\Billing\Maintain ACRN Bills

Maintain Project WAWF Information

Projects\Maintain\Billing\Project WAWF Information

Project Sales Tax Setup

Projects\Maintain\Billing\Project Sales Tax

Maintain Account Discounts

Projects\Maintain\Billing\Account Discounts

Maintain Customer Volume Discounts

Projects\Maintain\Billing\Customer Volume Discounts

Maintain Project Volume Discounts

Projects\Maintain\Billing\Project Volume Discounts

Units Usage

Enter Unit Usage

Projects\Transactions\Units\Enter Units Usage

Upload Unit Usage Data

Projects\Utilities\Import\Import Units Usage Data

Print Usage Edit Report

Projects\Transactions\Units\Units Usage Edit Report

Post Unit Usage

Projects\Process\Post\Post Units Usage

Maintain Units Usage History

Projects\Configure\Units History\Units Usage History

Print Units Usage History Report

Projects\Configure\Units History\Units Usage History Report

Prepare Billings

Maintain Open Billing Detail

Projects\Maintain\Billing\Open Billing Detail

Adjustments in Open Billing Detail

Projects\Process\Billing\Adjust Open Billing Detail

Update Cash Basis Information

Projects\Process\Billing\Update Cash Basis Bills

Update Subcontractor Progress Payments

Projects\Process\Billing\Update Subcontractor Progress Payments

Load Labor Rates

Projects\Process\Billing\Load Labor Rates

Calculate Billings

Calculate Billings

Projects\Process\Billing\Calculate Bills

Calculate ACRN Billings

Projects\Process\Billing\Calculate ACRN Bills

Calculate Progress Payment Billings

Projects\Process\Billing\Calculate Progress Payment Bills

Calculate Retroactive Billings

Projects\Process\Billing\Calculate Retroactive Bills

Reverse Previous Billings

Projects\Process\Billing\Reverse Previous Bills

Edit Billings

Edit Standard Bills

Projects\Transactions\Billing\Edit Standard Bills

Edit Progress Payment Billings

Projects\Transactions\Billing\Edit Progress Payment Bills

Select Bills for Posting

Projects\Transactions\Billing\Select Bills for Posting

Edit Customer Product Bills

Projects\Transactions\Billing\Enter Customer Product Bills

Edit Project Product Bills

Projects\Transactions\Billing\Enter Project Product Bills

Edit Manual Bills

Projects\Transactions\Billing\Enter Manual Bills

Edit Milestone/Percent Complete Bills

Projects\Transactions\Billing\Enter Milestone/Percent Complete Bills

Print Billings

Print ACRN Billing Edit Report

Projects\Transactions\Billing\Print ACRN Billing Edit Report

Print Standard Bills

Projects\Transactions\Billing\Print Standard Bills

Print Form 1034

Projects\Transactions\Billing\Print Form 1034

Print Progress Payment Bills

Projects\Transactions\Billing\Print Progress Payment Bills

Print Customer Product Bills

Projects\Transactions\Billing\Print Customer Product Bills

Print Project Product Bills

Projects\Transactions\Billing\Print Project Product Bills

Print Retroactive Billing Worksheets

Projects\Transactions\Billing\Print Retroactive Bill Worksheets

Print Milestone/Percent Complete Bills

Projects\Transactions\Billing\Print Milestone/Percent Complete Bills

Create WAWF Billing Files

Projects\Process\Billing\Create WAWF Billing Files

Post Billings

Post Standard Bills

Projects\Process\Post\Post Standard Bills

Post Progress Payment Bills

Projects\Process\Post\Post Progress Payment Bills

Post Customer Product Bills

Projects\Process\Post\Post Customer Product Bills

Post Project Product Bills

Projects\Process\Post\Post Project Product Bills

Post Manual Bills

Projects\Process\Post\Post Manual Bills

Post Milestone/Percent Complete Bills

Projects\Process\Post\Post Milestone/Percent Complete Bills

Inquiry and Reporting

Standard Billing History Inquiry

Projects\Review\Billing\Standard Billing History Inquiry

Print Open Billing Detail

Projects\Review\Billing\Open Billing Detail Report

Print Billing Register

Projects\Review\Billing\Billing Register Report

Billing History

Maintain Billing History

Projects\Configure\Billing History\Billing History

Maintain Project Bill Summary

Projects\Configure\Billing History\Project Billing Summary

Maintain Closed Billing Detail

Projects\Configure\Billing History\Posted Billing Detail

Maintain Closed Progress Billing Detail

Projects\Configure\Billing History\Posted Progress Billing Detail

Maintain Subcontractor Progress Payments

Projects\Configure\Billing History\Subcontractor Progress Payments

Unbilled Receivables

Maintain Unbilled Reason Codes

Projects\Transactions\Unbilled Receivables\Assign Unbilled Reason Codes

Create Unbilled Analysis Report

Projects\Process\Unbilled Receivables\Update Unbilled Analysis Report Tables

Edit Unbilled Reason Codes

Projects\Transactions\Unbilled Receivables\Assign Unbilled Reason Codes

Print Unbilled Analysis

Projects\Review\Unbilled Receivables\Unbilled Analysis Report

EDI Billing

Maintain Billing EDI Settings

Administration\Configure\Projects\Billing EDI Settings

Maintain Project EDI Information

Projects\Maintain\Billing\Project EDI Information

Create Billing EDI Files

Projects\Process\Billing\Create Billing EDI Files

Utilities

Update Open Billing Detail

Projects\Utilities\Project Toolkits\Update Open Billing Detail

Purge Open Billing Detail

Projects\Utilities\Purge\Purge Open Billing Detail

Miscellaneous Toolkits

Projects\Utilities\Billing Toolkits\Assign Source Proj IDs

Projects\Utilities\Billing Toolkits\Open Billing Detail Account Function Code Toolkit

Projects\Utilities\Billing Toolkits\Manual Bill Edit Serial No Fix

Projects\Utilities\Toolkits\Billing Sum Item Key Fix

Projects\Utilities\Billing Toolkits\Project Product Invoice Line Item Key Fix

Projects\Utilities\Billing Toolkits\Validate Units Transaction Type Records

Projects\Utilities\Billing Toolkits\Update Billing Tables Bill Labor Category

Projects\Utilities\Billing Toolkits\Update Billing Tables for Cumulative Tax

Projects\Utilities\Billing Toolkits\Update Billing Currency Amounts