Costpoint Online Help

Using the Help Search
Using the Help Search
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Posted Invoices Dashpart

The Posted Invoices dashpart is a numerical table that displays posted standard invoices per customer in a given period (current or prior), which you can set on the Parameters tab. The data on this dashpart comes from Costpoint.

Lines are sorted by Total Invoiced amounts in descending order. When lines exceed the dashpart view, use the scroll bar on the right side of the dashpart to scroll through the list.

Drill-Through

In the Customer Name column, click a customer name link to open the View Standard Billing History screen, where you can view billing information for standard bills that have been posted for the selected customer. The following default on this screen:

  • Customer: Defaults to the customer name you selected
  • Fiscal Year: Defaults to the fiscal year associated with the Period Type selected on the Parameters tab
  • Period: Defaults to the period associated with the Period Type selected on the Parameters tab

Depending on your security rights, you can modify these defaults and use this screen to view billing information for the customers, projects, and/or invoices you have access to.

Security

The data that displays on this dashpart depends on whether or not your company uses the organization security feature in Costpoint. If your company does not have organization security applied, you can view data for all organizations in your company based on the parameters selected on the Parameters tab.

If your company has set up organization security, the security applied to the dashpart will be based on the organization security settings of the View Receivables and Collections screen. The security will be applied to the organization on transactions (performing organization) instead of the owning organization.

If the security profile with which you are associated does not have rights to the View Receivables and Collections screen, you can still view the Posted Invoices dashpart. You can also view this dashpart even if you do not have rights to the View Standard Billing History screen, but you will not be able to drill through this application.