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

Screen Fields

Use the fields on the Outstanding Aging Report screen to configure report criteria and to send notifications.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. If available, the page setup and print options are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently, because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Filter

Field Description
Outstanding Expenses

Select this check box to include outstanding expenses on your report. An expense is considered outstanding if it was entered via the Maintain Expense screen (either manually or through a credit card feed) and the due date has passed. This check box is selected by default.

Outstanding Advances

Select this check box to include outstanding cash advances on your report. A cash advance is considered outstanding if it has been entered in the Advance Utility screen but has not been entered against an expense report.

Outstanding Cash Receipts

Select this check box to include outstanding cash receipts on your report. A cash receipt is considered outstanding if the expense report has been submitted and the number of days in which the employee has to turn in and process the receipts has passed. (This is based on the task that was set up for the Expense Report Type.)

View

Field Description
Summary Select this option to display outstanding items by period only.
Detail Select this option to display details about outstanding items.

Sort By

Field Description
Employee Select this option to sort the results by employee.
Due Date Select this option to sort the results by due date.

Notifications

Field Description
Send Notification

Click Send Notifications Notify check box to send the selected notification information to the appropriate employees. The Results table is then re-displayed.

Attention: Please review the "Workflow" section of the Deltek Expense Getting Started Guide for more details.

Days Outstanding Over Enter the number of days by which the expense, cash advance, or cash receipt is overdue. Any employee that has an expense, cash advance, or cash receipt in your search results that is overdue by this number of days will receive notification.
Notes Enter up to 254 characters for a note that will be used for tasks and alerts that are sent to the employee.

Function/Group Table

This table displays the functional roles and groups. The available selections depend on the rights that you have as a supervisor.

Field Description
Selected A check mark indicates a row is selected and will be included when generating report results. Click the check box to select or clear a row.
Function

This column displays the functional role of the supervisor.

Group This column displays the group associated with the functional role.
Select All Click Select All to select all displayed groups.
Deselect All Click Deselect All to deselect all displayed groups.

Payment Method Table

This table displays all payment methods in which there are posted expense transactions. If you have not selected the Outstanding Expenses filter, this table is non-editable.

Field Description
Selected A check mark indicates a row is selected and will be included when generating report results. Click the check box to select or clear a row.
Pay Method This column displays the pay methods available for selection. They are listed in alphabetical order.
Select All Click Select All to select all displayed payment methods.
Deselect All Click Deselect All to deselect all displayed payment methods.