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

Select prompts to run the General Ledger Detail Report.

Prompt Message

Description

Company

Select the company that you want to display in the report.

Fiscal Year

Select the desired fiscal year.

Starting Period and Subperiod

Select the period and subperiod to start the range.

If adjustment subperiods are available for the selected period, they are displayed in the subperiod list, including the adjustment subperiod type, which can be either Interim or Final.

For example:
  • Interim adjustment subperiod 1 will display as 1 Adj Pd - Interim.
  • Final adjustment period 1 will display as 1 Adj Pd - Final.

Ending Period and Subperiod

Select the period and subperiod to end the range.

Primary Group

Select an option to use for the report sort: Organization or Reorganization.

Display Select a checkbox to display the Amount, Transaction Amount, or both in the report. If you select Transaction Amount, the Transaction Currency value will also display in the report.

Limit Account(s)

In the Keywords field, enter a portion of a specific account ID and click Search. Select accounts to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit Organization

Enter a portion of a specific organization or reorganization that you want to include in the report based on the report sort you selected on the General tab. Click Search. In the search results, select one organization.

For example, you know that the organization that you are looking for starts with an A. In the Keywords field, enter A and then click Search. All organizations that start with A will be in the search results. Select the organizations to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit Project(s)

In the Keywords field, enter a portion of a specific project ID and click Search. Select the projects to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.