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

Import Daily Exchange Rates

Use the Import Daily Exchange Rates screen to load currency exchange rates into Costpoint.

After downloading rates from an outside source (Wall Street Journal, Internet, and so on), use this utility to enter those rates into Costpoint without manually entering each rate. In addition to saving time, this utility helps you avoid entry errors.

Before running this utility, you must create an input file containing the exchange rates for the currencies in which your company conducts business. The input file must be either in text or comma-separated value (CSV) format. You can download exchange rates into your input file (from the Internet, for example) before loading them into Costpoint.

Run this utility before entering any multicurrency transactions to ensure that the most recent exchange rates are used.

There are two ways to work with input files in Costpoint:

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.