Costpoint Help

Contents of the Address/Phone Screen

Use this screen to provide your address and phone information.

Mailing Address

Field Description
Address Line 1 Enter your street address.
Address Line 2 If needed, enter the second line of your mailing address.
Address Line 3 If needed, enter the third line of your mailing address.
City Enter up to 25 alphanumeric characters for the city.
State/Province Use the drop-down list to select the state/province associated with the address entered/displayed on the screen. The valid values are the states/provinces set up in Costpoint for the selected Country. If you change the Country, State/Province will be refreshed.
Postal Code Enter the postal code for your mailing address. If your employer requires postal codes to be entered in a specific format, you'll see the format displayed to the right.
Postal Code Formatting If your employer requires postal codes to be entered in a specific format, this field will show you the format. For example, if your employer requires entry of the postal plus-four codes, then you would see #####-#### in the postal code formatting field.
Country Select the country associated with your mailing address.
Same Mailing and Home Address Select this checkbox if your mailing and home addresses are the same. If you do not select this checkbox, you will be required to enter a Home address in the Other Addresses subtask. You can open the subtask by clicking on the Other Addresses link at the bottom right of this screen.
Also update my accounts payable address This checkbox will only be visible if you are set up to receive Accounts Payable checks for expense payments and your company allows you to update your accounts payable address from this screen. If you edit your mailing address, the screen automatically selects this checkbox. Clear the checkbox if you do not want your accounts payable address to be updated.

Phone/Email

Field Description
Phone Format If your employer requires phone numbers to be entered in a specific format, this field will show you the format.
Home Enter up to 25 alphanumeric characters for your home phone number.
Home Ext If applicable, enter up to six alphanumeric characters for your home extension.
Mobile Enter up to 25 alphanumeric characters for your mobile (cellular) phone number.
Mobile Ext If applicable, enter up to six alphanumeric characters for your mobile (cellular) extension.
Other Enter up to 25 alphanumeric characters for an additional phone number.
Other Ext If applicable, enter the extension for your other/additional phone number
Pager Enter up to 25 alphanumeric characters for your pager number.
Fax Enter up to 25 alphanumeric characters for your fax number.
Office This field displays your office phone number.
Office Ext If applicable, this field displays your office extension.
Personal Email Enter your personal email address.

Subtask

Subtask Description
Other Addresses Click this link to display the Other Addresses subtask, where you can enter additional addresses.
Instructions Click this link to view special instructions regarding this screen.

Parent Topic:

Address/Phone