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

Detail Levels Subtask

Use this subtask to enter lower-level (or "backup") bills, which are used to support the actual bill entered on the main screen.

The amounts from these back-up bills are summarized on the actual bill. Back-up bills use the same company-wide invoice number and bill number, if used, as the actual bill. They are not separately posted or tracked on the aging reports. You cannot change any of their amounts on the Manage Standard Bills screen; you must make changes to the actual bill. The purpose of the back-up bills is to provide billing information at a more detailed level. Within this screen, you also have the option of printing supporting schedules for the lower-level bills. Note that projects with a billing formula of Progress Payment do not have supporting schedules.

Table Window

Field Description
Project

Enter, or click to select, a valid lower-level project. Only projects that have been set up on the Basic Info tab of the Manage Project User Flow as lower-level projects are available for selection.

Project Name

This non-editable field displays the name of the selected project.

Print Supporting Schedules

Select this check box to have this specific lower-level bill generate a supporting schedule. You can print standard bills and supporting schedules from the Print Standard Bills screen.