Billing Tables Overview
In Billing, you can set up tables that include special billing rates or markups for labor and expenses charged on a project.
Here are examples of how some companies organize rate tables:
- By Type of Project: Your company may want different labor rate tables based on the type of project, such as government or private.
- By Tax Year: Your company may have separate rate tables for different tax years. For example, for jobs set up in the 2015 tax year, you use a 2015 rate table, and for jobs set up in the 2016 tax year, you use a 2016 table.
- By Type of Employee: Your company may want a particular employee or type of employee to be billed differently for a project, based on the task the employee is performing on that project.
Billing tables can be project-specific or available to all projects. Whether you create tables for all projects to use, or on a project-by-project basis, you use the Billing Terms form to associate tables with projects.
When the project is billed, Vision applies the correct rate or markup to each employee or account based on a billing terms and billing table hierarchy.
Types of Billing Tables
Vision has two types of billing tables:
- Labor Rate Tables: Use labor rate tables to assign labor billing rates based on the employee, employee category, or labor code, or to make an exception to an employee's typical pay rate.
- Expense Tables: Use expense tables to assign markups to accounts or to group expenses by category or by vendor.
Effective Dates
Vision's effective dates feature allows you to establish a schedule of rates at which employee labor is billed throughout the course of a project. You can establish multiple billing rates for the same employee, each rate associated with a different effective date.
Security and Access Rights
Your Vision administrator can set access limitations on various configuration tables throughout Vision, including billing rate tables. An administrator can tailor your view so that you can view and/or update only the billing rate tables you use, rather than all billing rate tables in the Vision database. If you do not see a particular billing rate table that you think you should see, contact your Vision administrator.
The Vision administrator sets access rights from the Record Access tab of .
Two types of access rights that can be set for billing rate tables:
- Record Level View access determines the billing rate tables that are available for you to view in Billing Terms, Opportunity Service Estimates, and Project Planning.
- Record Level Update access determines the billing rate tables that are available to you from the billing rate table forms (). You must also have access to the Billing Rate Table menu option (on the General tab of the Roles form).
Multicurrency and Rate Tables
When you set up Billing Terms for a project, Vision restricts the list of available rate tables to those with the same billing currency as the project.
Multicompany and Rate Tables
You can set up and use billing rate tables to provide rates for intercompany billing of labor and expense charges. On the labor and expense tabs of the Intercompany Billing Setup form () or on the Intercompany Billing tab of the Project Info Center for a specific project, select one of the billing table rate methods, then select the specific billing rate table.