The Manage Accounts setup screen in Costpoint affects which account values are available for selection in REQConnect.
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Account number: Up to 15 characters multiple level segments.
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Project Required: Check box must be selected only if a project has been entered first. For general account look-up without a project, the Project Required check box is not required.
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Active: Check box must be selected to be a valid account.
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Fiscal Year/Period Information: Period of performance dates also controls whether the account is eligible for selection. If the transaction date is out of the period of performance range, then it is considered inactive. Blank fields for period of performance indicate that there is no performance date limit.