Account Fields - IAConnect - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

IAConnect
Platform
OnBase
Product
IAConnect
Release
Foundation 23.1
License

The Account fields represent the General Ledger account to be charged with the expense.

The following buttons and fields allow the user to enter the account information and validate it against the Costpoint database.

  1. Costpoint Search Button: Opens the Costpoint Search dialog box. Enter partial or full entries for account number, account name, or account abbreviation. Partial entry searches return any matches that begin with the search terms entered.
    Note:

    It is recommended to enter as much information as possible to limit the search results, as many Costpoint users may have a large number of project records to search from.

  2. Clear Fields Button: Clears the values in the Account Abbreviation, Account Number, and Account Description fields.
  3. Account Abbreviation Entry Field: Enter the full account abbreviation and press Tab(partial entries are invalid). The value is validated against Costpoint, and the corresponding account fields are automatically populated.
  4. Account Number Entry Field: Enter the full account number and press Tab(partial entries are invalid). The value is validated against Costpoint, and the corresponding account fields are automatically populated.
  5. Account Description Field: Displays the account description.