Main Areas of Vision
Get acquainted with the basic areas of Vision.
Area | Description |
---|---|
Dashboard | The Dashboard is your "portal" into Vision, allowing you to create a personalized view of your business world. |
Info Center | The Info Center is where you enter and manage your business-related data, including basic information about projects, employees, and accounts. |
Calendar and Activities | The Calendar and Activities application provides you with options for scheduling and managing your daily activities, as well as maintaining information about your clients and contacts. |
Proposals | Proposals streamlines production of SF330, SF254, SF255, and Custom proposals. It minimizes preparation time and improves communication among the proposal team. |
Planning | Planning is designed to guide project managers and proposal writers in constructing and monitoring plans for opportunities and projects. |
Billing | Billing lets you bill labor, expenses, fees, and units in all industry-standard formats. It also lets you process, modify, accept, and print invoices and generate billing-related reports. |
Transaction Center | The Transaction Center is where you enter and post various types of transactions, including disbursements, expenses, invoices, and vouchers. |
Accounting | Accounting is where you perform accounting processes, including accounts payable, accounts receivable, budgeting, and employee expense processing. |
Human Resources | Human Resources is where you process payroll and benefit hours accruals, and maintain the ABRA Data Import Utility and the ADP interface. |
Time & Expense | Use Time and Expense to record your time and expense report charges and then submit them for processing. |
Purchasing | Purchasing allows your firm to automate its procurement processes for items, services and capital items. |
Inventory | Inventory lets your firm manage and track all of its items, both inventory items and non-inventory items. |
Reporting | Reporting offers you a wide range of reports that present information about all aspects of your projects, clients, employees, and accounts. |
Utilities | Utilities are maintenance activities that you use to keep your Vision implementation running optimally. |
Configuration | Configuration is where you make decisions about how you want Vision to work for your firm, including choosing the features and settings you want to use. |