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

Prompts

These are Balance Sheet prompts.

Prompt Message

Description

Company

Select the single company to use when running the report.

Financial statement code

Select a financial statement code.

Fiscal year

Select the fiscal year for the report.

Period

Select the period.

If adjustment periods are available for the selected fiscal year, they are displayed in the Period drop-down list including the adjustment period type which can either be Interim or Final.

For example:

  • Interim adjustment period 13 will display as 13 Adj Pd – Interim.

  • Final adjustment period 14 will display as Adj Pd – Final.

Primary group

Select the primary group to sort on:

  • Company

  • Organization

  • Reorganization

Columns to display

Select columns to display:

  • Actual Amount

  • Prior Year Amount

  • Prior Year Variance

  • Budget Amount

  • Budget Variance

Account information

Select to Show or Hide the account ID and name.