Costpoint Online Help

Contents of the View Bank Information Screen

Use the fields and options to configure the Print Weekly Fringe Stamp Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Select

Transaction Type

Use these checkboxes to select the type of records you would like to view. All three checkboxes are selected when you first access this screen.

Field Description
Add

Select this checkbox to view records that were added to the Manage Employee Bank Information screen.

Delete

Select this checkbox to view records that were deleted from the Manage Employee Bank Information screen.

Update

Select this checkbox to view records that were updated on the Manage Employee Bank Information screen.

Identification

Use this group box to select which employee's records to include in your review. You can also elect to review only the modifications made by a single user.

Field Description
Employee

Enter, or click to select, the employee ID whose records you would like to retrieve (that is, to retrieve added, deleted, and/or updated records). This is an optional field; if you leave this field blank, Costpoint includes all employees in the search.

User

Enter, or click to select, the user ID (Costpoint Login ID) for the user who modified the employee records that you are retrieving. You can use this field to narrow down the query by retrieving only records that this user added, deleted. and/or updated. This is an optional field; if you leave this field blank, Costpoint includes records regardless of who made the modifications.

Date Modified

Enter, or click to select, the date of the transaction modifications to retrieve records that were added, deleted, and/or updated on this specific date. This is an optional field; if you leave this field blank, Costpoint includes records regardless of the modification date. The format for date is MM/DD/YYYY.

Employee Bank Header

This table window displays the results of your inquiry.

Field Description
Transaction Type

This non-editable field indicates the type of modification for the specific transaction displayed. The types are:

  • Added
  • Deleted
  • Updated
Transaction Source

The transaction source field displays the application where the update to the audit record originated.

Modified By (User)

This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.

Date Modified

This non-editable field displays the date on which the modifications took place for this transaction.

Employee

This non-editable field displays the employee ID for the employee whose record was modified.

Employee Name

This non-editable field displays the name that corresponds to the employee ID related to this transaction.

Active

If this checkbox is selected, bank information for the employee is active. This checkbox is selected if the Active checkbox is selected for the employee in the Manage Employee Bank Information screen.

Mail Direct Deposit Advice

If this checkbox is selected, a direct deposit advice was printed for the employee.  Clear the Mail Direct Deposit Advice checkbox on the Manage Employee Bank Information screen to indicate that a direct deposit advice will not print for the employee when you print payment advices.

Active Residual Account Rank Number

This field displays the numeric value from the Active Residual Account Rank Number field for the employee on the Manage Employee Bank Information screen.

Direct Deposit File Created

If this checkbox is selected, direct deposit is authorized for this employee record.

Pending Residual Account Rank Number

This field displays the numeric value from the Pending Residual Account Rank Number field for the employee on the Manage Employee Bank Information screen.

Subtasks

Subtask Description
Pending Bank Accounts Click this link to open the Pending Bank Accounts subtask.
Active Bank Accounts Click this link to open the Active Bank Accounts subtask.