Title Page
-
Candidate Name
-
Conducted on
-
Prepared by
-
Are you willing to do a screen share style interview to go over Costpoint?
-
When was the last time you worked and used Costpoint at the job for Accounts Payable? (should be within the last 5 months)
-
Have you done a full cycle check run to include sending ACH files to the bank in Costpoint?
-
What is the first 2 steps to starting the Check run? 1. Run the open aging AP report 2. Make invoice selections
-
Have you worked with Purchase Order (PO’s) Invoices in Costpoint?
-
Tell me how to navigate to enter a PO invoice
-
Tell me how to navigate to enter a Non- PO Invoice
-
How do you look up a PO in Costpoint to see if you can put an invoice against it?
-
How do you add PLC/GLC/Vendor Labor to an AP or a PO invoice?
-
Do you know how to do two and three way match of PO’s and Invoices in Costpoint?
-
What is 2 or 3 way matching?
-
Tell me how to navigate to a Vendor History and how to tell if an invoice is paid .
-
How do you see the paid date and Check or ACH number?
-
Are you familiar with verifying sales tax on invoices and accruing sales tax when needed?
-
-How is the Sales Tax rate for the State determined ? (determined by shipping address)
-
Do you have Government Contracting Experience?
-
What government contractor have your worked for?
-
Do you know GAAP-& FAR Standards?
-
Can you explain GAAP and FAR to me?
-
Do you know Costpoint Expense well enough to not only review & approve reports but to help Employees with issues and questions?
-
Can you list an example of a report that had to be approved?
-
What are common employee issues regarding Costpoint?
-
Do you know how to Export & Import Expense reports for posting?
-
How do you import and export reports? it's done through interfaces with expense and accounting
-
Do you know the JTR Travel policies ,not word for word, but in general?
-
What can you tell me about JTR Travel policies?
-
Are you familiar with Audit guidelines regarding Travel & Expense?
-
What is an unallowable item and can you list an example?
-
Do you have Cognos Reporting Experience?
-
How have you used COGNOS?
-
What is your Excel Skill level? Basic, Intermediate, or advanced (need at least intermediate)
-
What do you use excel for?
