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

Options Subtask

Use this subtask to view your existing direct deposit account information and update your active status.

Note: The system displays a message if you do not have any direct deposit accounts in the system.

Options Table

Field Description
Routing Transit Number

This field displays the financial institution's nine-digit routing transit number.

Financial Institution

This field displays the name of the institution to which payments will be directed.

Account Number

This field displays your account number from your financial institution. Click on the column header to display a sample check that shows where to find the account number on your check.

Account Type

This field displays a description of the type of account to which the payments will be forwarded.

Active

Select this check box to set your account to active. To set the account to inactive, uncheck the check box.

Print Advice

Select this check box to receive a printed advice in the mail when you receive an expense check paid through this account.  If you want to stop receiving advices and view your expense checks only through this screen, do not select the check box.