Costpoint Online Help

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JE’s Over Approval Limit Dashpart

The JE's Over Approval Limit dashpart is a numerical table that displays posted journal entries (JEs) that exceeded the required approval amount in a given period (current or prior), which you can set on the Parameters tab. The data on this dashpart comes from Costpoint.

Only JEs that exceeded the Required Above Amount value entered on the Approval Settings subtask of the Configure General Ledger Settings screen are displayed on this dashpart. Information you can view includes the JE number, line number, account number, line description, and the amount of transactions posted to the account. Only one type of journal entries can be displayed on the dashpart at a given time, and you can set it up through the JE Type field on the Parameters tab. The JE Type, Required Above Amount value, and period are reflected in the dashpart title.

Lines are sorted by JE No in ascending order. When lines exceed the dashpart view, use the scroll bar on the right side of the dashpart to scroll through the list.

Drill-Through

In the Account column, click an account link to open the View Account Activity screen, where you can view details of the activities associated with the account you selected. The table window on this screen provides information on the transactions posted to the account. The following default on this screen:

  • Account: Defaults to the account you selected
  • Fiscal Year: Defaults to the fiscal year associated with the Period Type selected on the Parameters tab
  • Period: Defaults to the period associated with the Period Type selected on the Parameters tab

Depending on your security rights, you can modify these defaults and use this screen to view account activity information for the accounts or projects you have access to.

Security

The data that displays on this dashpart depends on whether or not your company uses the organization security feature in Costpoint. If your company does not have organization security applied, you can view data for all organizations in your company based on the parameters selected on the Parameters tab.

If your company has set up organization security, the security applied to the dashpart will be based on the organization security settings of the View Account Activity screen. The security will be applied to the organization on transactions (performing organization) instead of the owning organization.

If the security profile with which you are associated does not have rights to the View Account Activity screen, you can still view the JE's Over Approval Limit dashpart but you will not be able to drill through the View Account Activity screen.