PRINT ACCOUNT LIST
Use this screen to verify your account structure after you set up accounts on the Manage Accounts screen.
The Account List report contains the following information:
This report is not part of the system audit trail, so you do not need to retain copies of it. You can print it at any time. However, you may want to keep a current copy of the report for reference purposes.
Location
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 are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
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 in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in 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 in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Accounts
Option
Use this drop-down list to select the range of accounts to include on the report. Valid options are:
-
All — Select this option to include all accounts. The Start and End fields are disabled for this option. This is the default.
-
One — Select this option to include only one account and then enter that account in the Start field. The End field is disabled for this option.
-
Range — Select this option to include a contiguous range of accounts. Enter the beginning account for the range in the Start field and enter the ending account of the range in the End field.
-
From Beginning — Select this option to include a range of accounts that begins with the first of all the available accounts and ends with the account that you enter in the End field. The Start field is disabled for this option.
-
To End — Select this option to include a range of accounts that begins with the account that you enter in the Start field and ends with the last of all the available accounts. The End field is disabled for this option.
Start/End
Enter the starting and/or ending accounts for the range of accounts to be included on the report. Depending on your selection in Option, one or both of these fields may be inactive.
Active Periods
Option
Use this drop-down list to select the range of active periods to include. Valid options are:
-
All — Select this option to include all periods. The Start and End fields are disabled for this option. This is the default.
-
One — Select this option to include only one period and then enter the fiscal year and period in the Start fields. The End fields are disabled for this option.
-
Range — Select this option to include a contiguous range of periods. Enter the beginning fiscal year and period for the range in the Start fields and enter the ending fiscal year and period of the range in the End fields.
-
From Beginning — Select this option to include a range of periods that begins with the first of all the available periods and ends with the fiscal year and period that you enter in the End fields. The Start fields are disabled for this option.
-
To End — Select this option to include a range of periods that begins with the fiscal year and period that you enter in the Start fields and ends with the last of all the available periods. The End fields are disabled for this option.
Start/End
Enter the starting and/or ending fiscal years and periods for the range of periods to be included on the report. Depending on your selection in Option, one or both of these sets of fields may be inactive.
Costpoint displays the ending dates for the periods next to the Period fields.
Options
Select Project Requirement
You must select one or both of the check boxes in this group box.
Project Required Accounts
Select this check box to include accounts that have the Project Required check box selected on the Manage Accounts screen. If this check box is cleared, accounts that require projects print on the report.
Non-Project Required Accounts
Select this check box to include accounts that do not have the Project Required check box selected on the Manage Accounts screen. If this check box is cleared, accounts that do not require projects do not print on the report.
Select Account Status
Active Accounts
Select this check box to include active accounts on the report.
Inactive Accounts
Select this check box to include inactive accounts on the report.
Select Account Hierarchy
Summary Accounts
Select this check box to include summary accounts on the report. A summary account is a higher-level account that cannot be charged.
Detail Accounts
Select this check box to include detail accounts on the report. A detail account is the lowest-level account. Only detail accounts can be charged.
Select Time Collection
Account types
Select this check box to include accounts that have a Time Collection account type.
This field is active only if you are licensed for Time Collection and your Deltek Time and Expense version on the Corporate Labor Settings subtask of the Configure Labor Settings screen is valid.
Generate the Account List
To generate the Account List, select the report options and then click Print Default Report on the Action menu.