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

Tasks Subtask

Use the Tasks subtask to configure the attachments that are required for each expense type and to establish business rules related to Expense level attachments.

Screen Fields

Field Description
Functional Role

Select the functional role that should be allowed to perform this task.

Task

This non-editable displays Attach as the task.

Attachment Type

From the drop-down, select the attachment type that applies for this expense.

The values that display in the list are those you configured for individual expenses on the Configure General Settings, Miscellaneous tab screen.

Dflt Currency Cd

The currency field value always defaults to US dollars. This field is optional.

Threshold

Threshold represents the dollar limit that the expense must exceed for the attachment to apply. Enter the dollar amount that expense should not exceed.

Start Date

This field is required. Click to select a start date for the attachment type. This allows you to define when this attachment applies based on date range.

End Date

This field is optional. Click to select an end date for the attachment type. This allows you to define when this attachment applies based on date range.