Billing Expense Transfer Dialog Box
For the selected transaction, use the Billing Expense Transfer dialog box to reclassify transactions within the same project, phase, or task or transfer transactions to another project, phase, or task.
If you have multiple companies in Vision: Tax codes that are entered in the Tax Code Override 1 or Tax Code Override 2 fields on the Billing Expense Modify dialog box or on the Billing Expense Insert dialog box are transferred with the transaction if the transaction remains in the same company. If the transaction is being transferred to another company to be billed by the other company, then the override tax codes are not transferred.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- Click the Expenses tab.
- Select transactions.
- On the toolbar, click Transfer.