Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Update Billing Currency Amounts Screen

Use the fields and options to configure the Update Billing Currency Amounts screen.

Billing Currency

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the currency to which you would like to convert. All currencies set up in the Manage Currencies screen are available in . The currency you select must be different from the currency in the billing history tables. If no difference exists, Costpoint displays an error message. Only those projects that have this currency code assigned to them on the Manage Project Billing Information screen are available for processing. This is a required field.

Exchange Rate Conversion Date

Field Description
Option

This field always displays One.

Start

Enter the conversion date you would like to use in this field. Costpoint uses this date to determine which conversion rate must be selected on the Manage Exchange Rates by Date screen. The default is the system date.

Project Range

Select the projects you would like to process in this group box. Only those projects that have the same currency on the Manage Project Billing Information screen and this screen are available for processing. 

Field Description
Option

Use the drop-down list to select the range of projects to process. Options are:

  • All: Select this option to process all projects that meet the transaction currency criteria.
  • Range: Select this option to process a range of projects as specified in the Start and End fields. 
  • One: Select this option to process a project as specified in the Start field. 
Start, End

After selecting the Range or One option in the Project Range group box, enter, or use the Lookup button to select, the beginning (Start) and ending (End) project.

Execute

Click to start the toolkit.