Costpoint Online Help

Using the Help Search
Using the Help Search
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Export Options Tab

Use the Export Options tab to set up and determine export requirements.

General

Use these options to determine general file layout requirements for expense reports.

Field Description
ASCII Layout

Use the drop-down list to select the ASCII Layout that should be used on your export file. The valid values are:

  • Costpoint 7x or greater
  • Costpoint 6x
  • None
File Delimiter

Use the File Delimiter drop-down list to select an alternative delimiter when exporting Expense data. This is necessary in cases where the expense report data you are exporting contains the same character that is being used as a delimiter.

Note: For example, if your Vendor IDs in Costpoint contain commas and you use a comma-delimited file to export data, you have to correct the data after you import it to Costpoint. If you change the delimiter to a semicolon, tab, or tilde, the integrity of your data is maintained during the import process.

You should ensure that the Expense Report data you are exporting does not contain the character (options include comma, semicolon, tab, and tilde) that you select as a delimiter.

Export Taxes

Select this check box to export tax information.

Export Base Currency Only

Select this check box to export only the system's base currency. If you select this check box, transactions or pay currencies used in the expense system are ignored.

Company Due

Use these options to determine how the system handles money that is due to the company after an expense report is completed.

Field Description
Do Nothing (Negative Voucher)

Select this button if you want the expense system to do nothing in regard to amounts that are due to the company. The expense report flows through to your financial system as a negative voucher.

Charge Receivable (No Payment Information)

Select this button if you want the expense system to charge a Receivable account when the employee owes the company money. The system creates the "in" entry and the "out" entry in the export file.

Charge Receivable (Require Payment Information)

Select this button if you want the expense system to charge a Receivable account when the employee owes the company money. The system creates the "in" entry and the "out" entry in the export file. The employee must identify the source used to repay the company.

Once you select this option, you may then specify which options are available to the employee to use to repay the company. The valid selections are:

  • Cash
  • Check
  • Payroll Deduction
  • Other

    You can select as many options as you like. Employees who owe money to the company can select a repayment method on the wizard page that displays upon signing the expense report.