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

Contents of the Manage Accounts for Export Screen

Use the fields and options to configure the Manage Accounts for Export screen.

Contents

Field Description
Time Collection Account Type

This field displays the account type code.

Time Collection Account Type Name

This field displays the name associated with the account type code.

Create Link

Click this button to assign the Time Collection Account Type to the selected Costpoint Account in the Selected Time Collection Accounts table.

Clear Link

Click this button to remove the Time Collection Account Type from the selected Costpoint Account in the Selected Time Collection Accounts table.

Selected Time Collection Accounts

This table displays your Costpoint account and the Time Collection Account Type code to which it is assigned. When you initialize the screen, this table window populates with all Costpoint accounts from the Manage Accounts screen. You can highlight one, multiple contiguous, or multiple non-contiguous account rows, and click the Create Link button to assign the Time Collection Account Type to the selected rows. To remove the link, highlight the rows in this table window and click the Clear Link button.

Note:

To select multiple contiguous accounts, hold the Shift key on your keyboard and highlight those rows with your cursor. To select multiple non-contiguous accounts, hold the Ctrl key on your keyboard and highlight those rows with your cursor.

Field Description
Account

This field displays the account ID.

Account Name

This field displays the account name.

Time Collection Account Type

This field displays the Time Collection account type code that is assigned to this account.

Description

This field displays the description of the Time Collection Account Type code.