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

View General Ledger Activity

Use this screen to view summary and detail general ledger information for account/organization combinations. The screen displays information from summary balance tables, and you can drill down to additional detail information.

To display data in the table window, click on the table window toolbar and enter selection criteria. You can then drill down from a selected row in the table window using the subtask links at the bottom of the screen.

Information on this screen reflects posted transactions only. Information entered but not yet posted is not available in the general ledger.

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.
Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.