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

Before You Run This Report

Certain tasks must be performed in Costpoint before you run the Standard Invoice with Backup report.

Perform the tasks in the following list:

  • Set up project data, including any ceilings, overrides, units data, and PLC rates

  • Set up cost pools and associated provisional rates

  • Set up customer information

  • Establish remit to and bill to addresses

  • Set up generic billing formats

  • Set up supporting schedule formats

  • Set up project billing info

  • Manage ACRN bills, if project is subject to ACRN billing requirements

  • Use Manage Open Billing Detail to edit transaction records, if necessary

  • Load labor rates, if necessary

  • Update cash basis Information, if necessary

  • Calculate billings

  • Make necessary edits in Manage Standard Bills application

  • Calculate ACRN billings

  • Make necessary edits in the Manage ACRN Bills application