Deltek Vantagepoint Help

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Contents of the Billing Expense Insert Dialog Box

Use these fields and options to add an expense transaction in Interactive billing to bill on an invoice.

Field Description
Project This field displays the project that is open in the Interactive Billing session. The project displays as a hyperlink. Click it to access more information about the project
Phase If you use phases, select the phase for the transaction.
Task If you use tasks, select the task for the transaction.
Account Select the general ledger expense account to which to charge this expense. You can only enter an expense account in this field. This account will usually be a reimbursable account.
Transaction Type This field prefills with JE - Journal Entry, and you cannot change it. The insert will not create an actual journal entry to the general ledger.
Additional Description
Date Enter the transaction date.
Reference Number Enter the reference number to associate with this transaction.
Description Enter descriptive text to associate with the transaction.
Amount Enter the total monetary amount of the inserted transaction.
Tax Code Override 1 Select the first tax code to use to calculate taxes for the expense transaction. This tax code will override the first default tax code that is entered for the billing terms for the project (in the Taxes grid on the More Calculations tab in Billing Terms). The first default tax code for an expense transaction is the default tax code entered for the project's billing terms that has the first (lowest) sequence number with the Expense Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes.

The drop-down list in the Tax Code Override 1 field includes tax codes with an active status that have the Expense Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Options tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.

Tax Code Override 2 Select the second tax code to use to calculate taxes for the expense transaction that you are inserting. This tax code will override the second default tax code that is entered for the billing terms for the project (in the Taxes grid on the More Calculations tab in Billing Terms). The second default tax code for an expense transaction is the default tax code entered for the project's billing terms that has the second lowest sequence number with the Expense Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes.

The drop-down list in the Tax Code Override 2 field includes tax codes with an active status that have the Expense Billing check box selected in the Outputs section on the Options tab in Settings > Cash Management > Tax Codes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Options tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.

Insert Click this button to save the entries on this dialog box and return to the Expense tab of the Interactive Billing form. You see the insert added to the Expenses grid. It has a Bill status and is ready to bill on the next invoice.
Cancel Click this button to discard any changes that you made on this dialog box and return to the Expense tab of the Interactive Billing form without creating an insert.