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

Link Accounts/Organizations

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

  • If you selected the Validate Accounts for Organizations check box on the Configure General Ledger Settings screen, you must link an account to at least one active organization before you charge to it.
  • If you did not select Validate Accounts for Organizations check box on the Configure General Ledger Settings screen,  it is not necessary to link the account to organizations. In that case, Costpoint automatically links the account to all existing organizations when you save the account.

Alternative Methods

There are two other ways to link accounts and organizations in Costpoint. You can:

  • Use the Link to Organizations subtask of the Manage Accounts screen to designate which organizations can charge to each account. You can use wildcard characters to link the account to multiple organizations simultaneously.
  • Use the Mass Link Accounts/Organizations screen to link many accounts and organizations.
Note: You can apply organizational security to this screen. Use organizational security to grant or deny rights for individual users to view or update information for specific organizations. For more information about organizational security and how to apply it, see the related topic on Organizational Security.