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 Journal Entries

Use this preprocessor to import journal entries from an ASCII file or from tables. You can view and edit the transactions on the Manage Journal Entries screen. You can also use the Print Journal Entry Edit Report to review them.

You must complete the Manage Journal Entry Suspense Preprocessor Settings screen before running this preprocessor.

Fields

Field Description
Fields Validated by Company

The following fields are validated by company:

  • Vendor
  • Vendor Employee
  • 1099 Flag
  • Pay Vendor
  • Pay Vendor Address Code
  • Project
  • Project Abbrev Code
  • Project Account Abbrev Code
  • Organization
  • Organization Abbrev Code
  • Voucher/Fiscal Year
  • Account Entry Group
  • Subperiod Journal Status
  • AP Account, Cash Account
  • Sales/Use Tax Code
  • Reference ID
  • General Labor Category
  • Project Labor Category
Fields Controlled by Company

The following fields are controlled by company: 

  • Suspense Values
  • Voucher Settings
  • Vendor Settings
  • Multicurrency Settings

There are two ways to work with input files in Costpoint

  • You can access the input file from the network by using Alternate File Locations.
  • You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.

If you decide to use the first option, click in the File Location field to select an alternate file location. If you choose the second option, leave the File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.

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.