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 Manual Bills

Use this screen to import manual bills from comma-separated value (CSV) files into Costpoint's Billing module.

Since the application is not multicurrency-enabled, manual bills to be uploaded must be in the company's functional currency only. Upload files must contain records from only one company: the company of the logged-in user who is uploading the files. The upload can only be done within a company for that company. The company ID is not included in the input file. The system will assign the company ID of the logged-in user during the import process and will also assign the functional currency of that company as the invoice currency.

This application works in a two-step process:

  1. During upload, it reads the data from the input CSV file(s), stages the data into a worktable, performs the necessary edits, and prints an error report.
  2. During import, it processes the data that has passed the edits and loads it into the production table.

You have the option not to execute the second step.

After the manual bills have been successfully loaded, you can edit them on the Manage Manual Bills screen or post them using the Post Manual Bills screen.

Only one user at a time can run this application.

Input File Excel Template

Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.