Expense Methods Overview

You can specify an expense method and a consultant method for each project that you want to bill. The expense and consultant methods determine how Vision applies multipliers to these charges on the invoice.

Specify the Labor and Consultants methods on the Exp/Con/Unit tab of the Billing Terms form.

You can choose to bill:

• All consultant and non-consultant reimbursable (or other) expenses.

• Only non-consultant reimbursable expenses.

• Only consultant reimbursable expenses.

• No expenses.

You can bill consultant and non-consultant expenses using the same method or using a different method for each.

Expense Methods

Method	Summary
No expense billing	Non-consultant expenses are not billed for this project.
By account	Expenses are billed by account and/or by project. An overall multiplier can be applied to all expenses, or multipliers can be established by account using Expense Account Tables. This method is available for non-consultant and consultant expenses.
By category	Expenses are billed by category (for example, travel, meals, or phone charges). An overall multiplier can be applied to all expenses or multipliers can be established by category using the Expense Category Tables. This method is available for non-consultant and consultant expenses.
By vendor	Expenses are billed by vendor. An overall multiplier can be applied to all expenses or multipliers can be established by vendor and/or project using Expenses by Vendor Tables. This method is available for non-consultant and consultant expenses, but it is typically used for consultant expenses. This method allows you to have a multiplier based on the vendor, rather than account. In addition, the consultant name, rather than the account name, appears on the invoice.
No consultant billing	Consultant expenses are not billed for this project.
Bill as expense	This method is available only for consultant expenses. This method allows you to bill consultant expenses with non-consultant expenses. Therefore, if you apply this method, consultant expenses are billed according to the reimbursable expense terms.