Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Accounts Receivable

The Accounts Receivable module contains powerful applications to handle your cash receipts and collections. You can print customer statements and reminder notices, maintain a database of collection contacts and notes, and account for cash discounts and finance charges.

Using Accounts Receivable, you can also perform the following functions:

  • Create and access accounts receivable aging reports, history reports, and inquiries.
  • Tailor information tracking to your company's specific needs by setting parameters in the user-defined information fields
  • Enter cash receipts into Costpoint when the currency received is not your company's functional currency. Accounts Receivable tracks and calculates gains and losses on these transactions.
  • Assign a default tax ID number for customers whose transactions may be subject to Value Added Tax (VAT). When an invoice includes a VAT amount, Accounts Receivable uses the tax ID number you provide to keep track of that tax.