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

Prompts

Use the Accounts List prompts to run the Account List report.

Prompt Message

Description

Company

Select one company from the list.

Select one or more accounts

Enter a portion of one or more account IDs in the Keywords field and click to list accounts to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Account level

Select the account level at which you want the report printed. All lower levels will be rolled up for the report.

Account status

Select one of the following options:

  • Active: Include accounts currently in use on the report.

  • Inactive: Include accounts not currently used on the report.

Project required

Select one of the following options:

  • Non-Project Required Accounts: Include accounts with the Project Required option unchecked.

  • Project Required Accounts: Include accounts with the Project Required option checked, which indicates that whenever the account is used, a project must be charged.