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

Compare General Ledger Actual To Budget Activity

Use this screen to view year-to-date general ledger information and budget information entered on the Manage Organization/Account Budgets screen. You can compare the ledger information to your year-to-date budget data, if any, and to the prior year's year-to-date balances. This screen also displays the variance between your actual and budgeted data.

To display data in the table window, click on the table window toolbar and enter selection criteria. You can then use the Period subtask to drill down to specific period information with similar budget comparisons. From there, you can use the Posting, Transactions, and Labor subtasks to drill down even deeper.

Only transactions posted before the most recent execution of the Create General Ledger Report Tables process are included in the data available in this screen. To ensure that you are viewing the most current information, post all transactions and run the Create General Ledger Report Tables process before you use this screen.

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.