Costpoint Online Help

Using the Help Search
Using the Help Search
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Charge Defaults Tab

Use the Charge Defaults tab if you want to separate the tax amounts associated with the tax schedule from the rest of the expense amounts.

Also use the Charge Defaults tab if you want the system to get any of the charge codes (UDT codes) for those tax amounts from the tax schedule. If the tax schedule is for a two-tier tax, you can also specify charge codes for the second-tier tax on this tab.

Whether the system uses the defaults from the tax schedule depends on how the defaulting rules are set up for taxes in the applicable charge type. For more information, see Charge Types.

Note: This tab is not visible if there are no expense report types that are assigned expense types with Distribute Taxes selected.

Tax1/Tax2 Fields

Use the fields under Tax 1 on the Charge Defaults tab to select default charge codes for the tax amounts. If the schedule is for a two-tier tax, use the fields under Tax 2 to do the same for the second-tier tax.

Field Description
Costpoint Company

If your system is set up for the Costpoint Multicompany feature and you want to specify a default value for UDT06 or UDT07, use Costpoint Company to specify the Costpoint company associated with the UDT06 or UDT07.

UDT01 - UDT15

If you want Time & Expense to get any charge code values from the tax schedule for first-tier tax amounts, enter those values for the appropriate charge codes under Tax 1. If the charge type that applies to an expense is set up with Tax Schedule selected in ...Source for one of those charge codes, the corresponding value specified under Tax 1 on this tab is assigned as the charge code value for that tax amount.

If the tax schedule is for a two-tier tax, you can also specify charge codes for the second-tier tax under Tax 2.

Note: Although the tab shows a column for all UDTs used in your system, you only need to make entries for those for which you want the tax schedule to provide the default charge information.
Expense Reference Code

If you want the reference text for tax amounts to come from the tax schedule, enter that text in Expense Reference Code under Tax 1. If the charge type that applies to an expense is set up with Tax Schedule selected in Expense Reference Source for Tax 1, this text will be used as the reference for that tax amount.

If the tax schedule is for a two-tier tax, you can also specify reference text for the second-tier tax under Tax 2.