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

Manage Billing Withholding Codes

Use this screen to set up billing withholding codes.

You can specify the withholding percentages that are applied when calculating bills for projects subject to such withholding payments. You can also set up the maximum total percentage that can be withheld. Costpoint has a pre-defined code of ZERO, which has a zero withholding percentage.  You cannot delete this code. Codes must be unique across the database, and a code can be used for any company, regardless of the company for which it was set up.

Use the Assign Billing Withholding Codes screen to quickly assign withholding codes to project billing setup records when you receive notification that they are subject to withholding. This screen also allows you to change the withholding code when rates are increased or reduced, or when withholding is no longer required. You can only update projects that belong to your login company.

For more information about global withholding, see the "Global Withholding" topic.