Costpoint Help

Accounts

Use the screens in the Accounts application group to create and manage your general ledger accounts.


Related Topics:

Configure Account Entry Groups

Use account entry groups to control the use of specific accounts in transaction screens throughout Costpoint.

Manage Accounts

Use this screen to set up and maintain general ledger accounts in your chart of accounts.

Link Accounts/Organizations

Use this screen to change the active status and period information for existing account/organization combinations.

Mass Link Accounts/Organizations

Use this screen to link many accounts and organizations.

Manage Account User-Defined Labels

Use this screen to customize labels for the user-defined fields for accounts.

Manage Account User-Defined Information

Use this screen to enter values for user-defined fields for each account. You set up these fields on the Manage Account User-Defined Labels screen. If you use user-defined information for accounts, use this screen to enter that information when you add a new account and when you need to change that information for an existing account.

Print Account List

Use this screen to verify your account structure after you set up accounts on the Manage Accounts screen.

Print Account/Organization List

Use this screen to verify the entry of your account/organization links. This report contains the following information:


Parent Topic:

General Ledger