Add an Expense Account Table

Create a new expense account table when you need to associate expense billing rates with individual accounts.

To add a new expense account table, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Billing Rate Tables > Expense Accounts.
  2. On the toolbar of the Expense Account Tables form, click New > New Expense Account Table.
  3. Enter a table number and name.
  4. Use the grid options to specify the accounts for the table.
  5. In the lookup fields at the bottom of the form, associate organizations and employees with expense account tables.
  6. Click Save.

Alternative Procedure: To create new tables, you can also copy and modify existing tables.