Costpoint Online Help

Using the Help Search
Using the Help Search
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Default Expense Accounts Subtask

Use this subtask of the Manage Vendors screen to set up default expense accounts by project, account, organization, and allocation percentage.

Entering lines here simplifies data entry, particularly for recurring charges for a vendor.

Use this subtask whenever a vendor will be charged to the same account and/or project on a regular basis.

Contents

Field Description
Line

Use this field to order the rows in this subtask as necessary. Editing this field affects the defaults on the Manage Accounts Payable Vouchers screen. When you enter a voucher on the Manage Accounts Payable Vouchers screen, the default for a row being entered will be in direct correlation with the order of the rows entered on this subtask.

Project

Enter, or click to select, a project number. Costpoint performs the following validations for the Project field when you enter an account, organization, and project. Costpoint verifies that:

  • The project allows charges
  • The project is active
  • The account/organization/project combination exists
  • The account/organization/project combination is active

Costpoint also performs an independent validation on the project when you leave this field, whether or not you enter an account and/or an organization.

Account

Enter, or click to select, an account number. Costpoint performs the following validations for the Account field when you enter an account and organization without a project.

Costpoint verifies that:

  • The account/organization combination exists
  • The account/organization combination is active
  • The account was provided

Costpoint performs the following additional validations for the Account field if you enter an account, organization, and project. Costpoint verifies that:

  • The account/organization/project combination exists
  • The account/organization/project combination is active

Costpoint also performs a validation on the account independently when you leave this field, whether or not you enter an organization and/or a project.

Organization

Enter, or click to select, an organization number. Costpoint performs the following validations for the Organization field when you enter an account and organization without a project. Costpoint verifies that:

  • The account/organization combination exists
  • The account/organization combination is active
  • The organization exists

Costpoint performs the following additional validations for the Organization field if you enter an account, organization, and project. Costpoint verifies that:

  • The account/organization/project combination exists
  • The account/organization/project combination is active

Costpoint also performs a validation on the organization independently when you leave this field, whether or not you enter an account and/or a project.

Allocation

Enter a percentage of up to two decimal places. The percent columns must total 100%.

Project Name

The name of the project displays in this field.

Account Name

The name of the account displays in this field.

Organization Name

The name of the organization displays in this field.

Ref 1

The name of the reference number 1 displays in this field.

Ref 2

The name of the reference number 2 displays in this field.