Transaction Options for Interactive Billing

The Labor, Expenses, and Units tabs of the Interactive Billing form list all Vision labor, expense, and unit transactions. On these tabs you can view transaction detail, mark transactions to be billed or held, or delete, insert, modify, transfer, or write off transactions.

If you selected a project with multiple WBS levels on the Phase/Task lookup, all detail for lower WBS levels display in the grid on the Labor, Expenses, or Units tab.

You can change a billing rate at any time in a billing rate table, in Billing Table Setup. The rate automatically updates in the Rate field in Interactive Billing but not for project reports at billing.

If you have questions about how security affects which tasks you are authorized to complete in Interactive Billing, see the help about the Accounting tab of Role Security.

Related Topics

Related Topics:

  • Viewing Billing Transactions
    Use the View option on the Labor, Expenses, or Units tab of the Interactive Billing form to view detailed information about a transaction, such as the original transaction entry source of the transaction.
  • Reviewing Time Billed on Prior Invoices
    You can review time billed on prior invoices.
  • Viewing Emailing and Printing Invoices in Interactive Billing
    When you work in Interactive Billing, you can view invoices, send them as attachments on email messages, or print them.
  • Assigning the Next Invoice Number
    You can reserve the invoice number that will be used the next time that you generate invoices. You use the Assign Invoice Number feature to reserve the next invoice number.
  • Accepting Final Invoices
    In Vision, you make an invoice final through the Accept process. You can accept an invoice in Interactive Billing or Batch Billing. You must specify a new or existing invoice file to which the accepted transactions will be added before you accept the invoice.
  • Printing Final Invoices
    When you click OK to accept the invoice from the Invoice Accept dialog, Vision prints it or displays it.
  • Editing Invoices in a Third-party Application
    You can edit invoices in a third-party application, such as Microsoft Word, and then upload the edited invoices to Deltek.
  • Voiding Final Invoices
    If an invoice has been accepted for final billing, you can void the invoice.
  • Deleting Final Invoices
    Delete invoices or credit memos if you want to maintain a shorter list of invoices and credit memos on the Invoices on File dialog box.
  • Credit Memos
    In Interactive Billing, you can create full or partial credit memos for posted invoices that were originally created in Interactive Billing. Credit memos allow you to clear outstanding Accounts Receivable invoices from the AR Aged report with no additional transaction entry required.
  • Fields and Options
    Use the fields and dialog boxes to process invoices and credit memos in Interactive Billing.
Parent Topic: Interactive Billing