Contents of the Billing Expense Modify Dialog Box

Use the fields and options to view and modify transaction details and tax code override information before you bill the transaction.

These fields prefill with the information already entered for the transaction. Change the information in any editable field as needed. These changes are not posted to the general ledger or the project. The changes affect only the billing invoice.

Field	Description
Project	This field displays the project number and name of the project that is associated with the transaction. The project displays as a hyperlink. Click the link to see more information about the project.
Phase	This field display the phase number and name, if a phase is associated with the transaction.
Task	This fields display the task number and name, if a task is associated with the transaction.
Account	This field displays the general ledger expense account number and name for the account that is associated with the transaction.
Transaction Type	This field displays the code that represents the type of transaction (for example, AP for accounts payable or JE for journal entry).
Additional Description	This field prefills with additional information related to the transaction. You can change the text in this field.
Date	Enter a different date to associate with the expense transaction.
Reference Number	This field displays the reference number that is associated with this charge, which you cannot change.
Description	This field prefills with the description for the transaction, which you can change.
Amount	This field prefills with the total monetary charge amount for the transaction, which you can change. The following information applies if the expense item is a reimbursable or consultant expense that was generated from a voucher that you created using the Create Voucher from PO application, and you selected the Show Purchase Order Line Item Detail check box in the Expense Terms or Consultant Terms sections on the Expenses/Units tab in Billing Terms for the project: This field displays the amount calculated from the entries in the Quantity and Unit Price fields on this dialog box. You cannot change the amount.
Quantity	This field displays if the expense item is a reimbursable or consultant expense that was generated from a voucher that you created using the Create Voucher from PO application and in the project's billing terms, you selected the Show Purchase Order Line Item Detail check box (in the Expense Terms or Consultant Terms sections on the Expenses/Units tab in Billing Terms) The quantity in this field prefills from the purchase order. You can change the quantity for billing purposes, which will not impact the voucher or purchase order. Vantagepoint recalculates the amount in the Amount field based on the entries in the Quantity and Unit Price fields.
Unit Price	This field displays if the expense item is a reimbursable or consultant expense that was generated from a voucher that you created using the Create Voucher from PO feature and in the project's billing terms you selected the Show Purchase Order Line Item Detail check box (in the Expense Terms or Consultant Terms sections on the Expenses/Units tab in Billing Terms). This field displays the unit price for the expense item from the purchase order, which you cannot change.
Tax Code Override 1	Select the first tax code to use to calculate taxes for the expense transaction that you are modifying. 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 of 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 Tax Codes 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 Tax Codes 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 Tax Codes 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 modifying. 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 of 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 Tax Codes 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 Tax Codes 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 Tax Codes tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
Modify	Click this button to save the entries on this dialog box and return to the Expense tab of the Interactive Billing form.
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.