By Category Method (Expenses)

The By Category method lets you group and mark up expenses by categories, which you define in an Expense Categories Table. A typical category could include all travel-related expenses.

All expenses associated with accounts that are part of a category are grouped and consolidated by category. The category name prints on the invoice.

Any expenses associated with accounts that are not listed in the Expense Category Table are listed by account at the end of the expense section.

This method uses multipliers established in an Expense Category Table. If you do not establish Expense Categories, Vision uses the multipliers specified on the Exp/Con/Unit tab.

You can specify this method for consultant and/or non-consultant expenses.

Determining the Multiplier

To determine the expense multiplier, Vision follows this hierarchy:

1. If an Expense Category table is specified for the project, and the account is part of a category in the table, Vision applies the category’s multiplier (as specified in the table) to the associated account amounts.
2. If an Expense Category table is specified for the project, and the account is not listed in the table, Vision applies the multiplier specified in the Multiplier field on the Billing Terms form Exp/Con/Unit tab to the expense amount.
3. If no Expense Category table has been specified for the project, Vision applies the multiplier specified in the Multiplier field on the Billing Terms Exp/Con/Unit tab to the total expenses. In this case, if you opt to show detail on the invoice, Vision prints only the transaction date and amount.