Contents of the Billing Expense Category Tables Form

Use these fields and options to create and modify billing expense category tables.

Contents

The fields and options in this section display at the top of the form.

Field	Description
Rate table search	Use the field next to the form title to search for and select an existing expense category table to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: All: Select from a list of all expense category tables to which you have access. [saved custom search filter]: Select a previously saved custom filter to display the expense category tables returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the expense category tables and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ New Rate Table	Click + New Rate Table to create a new expense category table.
	Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Table name records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box. Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. For information about selecting columns, see Select Columns for a Grid. For more information and instructions on how to use list view, see Use the List View.
	After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a form for the first time; thereafter, the view that was active when you closed the application will display when you open. The detail view is the format that is described in help topics in the Help system.
Edit	Click this button to open all fields in the form for editing.
Other Actions	Click this option and choose an option from the drop-down list: Copy: Select this option to copy the details of the currently displayed rate table. Export All: This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View. Delete: Select this option to delete the currently displayed rate table.

Header Information

Field	Description
Table Name	Enter a name for the table. The name displays in place of the table number on all drop-down lists for expense category tables in Billing Terms Setup. If the table is project- or client-specific, you may want to enter the client or project name or number.
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Available for Planning	Select this check box to make the table available for selection as a source of expense or consultant rates for project plans. This option is only available if the Resource Planning module is activated. If that module is not activated, all tables are available for planning.
Currency	If you use multiple currencies, select the currency to use for all employees in the table. The default is the functional currency of the active company. You can change the selection in this field unless the rate table is currently selected for a project in Billing Terms. If you try to change the currency for a table that is in use, Vantagepoint displays a prompt to indicate that you cannot change the currency.

Properties Section

Field

Description

Organization, Principal, Project Manager, Supervisor, Code

Use these Lookup fields to associate an organization, principal, project manager, supervisor, or code with the selected expense table. Only users with record access rights have access to the selected table when entering billing terms, working on project plans, or entering project service estimates. You can limit the tables available to a particular user with the following lookup criteria: Organization: Select an organization on the lookup. If you do not have Organizations enabled, this field does not display. Principal-In-Charge: Select a principal on the employee lookup. Project Manager: Select a project manager on the employee lookup. Supervisor: Select a supervisor on the employee lookup. Code: Select a code from the drop-down list. Codes are defined in the Billing Rate Table Code Table (Settings > Organization > Codes).

Categories Grid

Field	Description
Description	Enter a description of this category. This description prints on the invoice.
Multiplier	Enter the multiplier to apply to the category, using up to four decimal places. Enter 1.0 to bill the category at cost.
Sequence	Enter a unique number to associate with the category. Sequence numbers determine the order in which categories print on the invoice. The numbers themselves do not print on the invoice.
	This icon displays at the end of the row when you click or hover over a grid row. Click the icon to delete the expense entry.
Filter	Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
+ New Expense Category	Click + New Expense Category to create a new expense category entry. Choose a category from the Employee Lookup dialog box and enter the multiplier. Press Enter or click outside the row to add the new vendor entry to the expense category table.
	For more information on the Employee Lookup dialog box, see Employee Lookup Dialog Box.

Accounts in <name of category> Grid

Click a category record entry in the Categories grid to enable this grid.

The contents of this grid depends on the highlighted category in the Categories grid. The grid title changes dynamically to display the category name and the accounts the expense accounts associated with it.

For example, if you click on the entry 'Travel' in the Categories grid, the name of the grid changes to 'Accounts in Travel' and displays the associated expense accounts (e.g., Meals, Lodging, Airfare).

Field	Description
Account	This field displays the account number of the account that is included in the category.
Name	This field displays the account name of the account that is included in the category.
	This icon displays at the end of the row when you click or hover over a grid row. Click the icon to delete the expense entry.
Filter	Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
+ New Expense Account	Click + New Expense Account to create a new expense account entry. Choose a category from the Account Lookup dialog box and enter the multiplier. Press Enter or click outside the row to add the new vendor entry to the expense category table.
	For more information on the Account Lookup dialog box, see Account Lookup Dialog Box.