Export Commitments

Use the Export Commitments screen to export calculated expense amounts to Costpoint, including the following:

• Advances

• Expenses that have been recorded but not processed

• Expense authorization amounts less unprocessed expenses

• Unprocessed expense report amounts

When do I use the Export Commitments screen?

Use the Export Commitments screen after the expense report, expense authorization, and advance amounts have been calculated from the Compute Commitments screen, and you are ready to export that information to Costpoint version 7.x or later.

To export to Costpoint 7.x, you must select that option from ASCII Layout drop-down menu on the Export Options tab of the Settings ››  Expense Configuration screen.       

Options

Costpoint Company

From the drop-down list, select the Costpoint company to which you want to export the commitment data.

This list only displays those companies you are authorized to access.

Commitment Last Calculated Date/Time

This non-editable field displays the date and time commitments process was last run for the selected Costpoint company.

Batch ID

Provide a unique ID number for the batch of commitments you are exporting. The ID can be up to ten characters long.

Process

Click Process to collect all expense and advance commitments currently available for the selected company.

Print Preview

This button is available only after you click Process. Click Print/Preview to view the calculated summarized commitment information as a PDF.

Export

This button is available after commitments processing is complete, that is, after you click Process.

Close

Click Close to cancel your changes and exit the screen.