Expense Account Tables Form

Use the Expense Account Tables form to apply markups to amounts charged to expense accounts, for the purpose of billing a project or a class of projects.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Billing > Billing Rate Tables > Expense Accounts.

Contents

Toolbar Options

Field Description
Save Click this option after you create or modify expense account tables.
New After you click this option, select one of the following:
  • Click New Expense Account Table to open a blank table form. Use the blank table form to create a new expense account table.
  • Click Copy Current Expense Account Table to copy the current table information to a blank table form. You can then edit the copied table to create a new table.
  • Click Select Expense Account Table to Copy to open the Expense Account Tables Lookup and select a table to copy. You can then edit the copied table to create a new table.
Delete Open an expense account table and click this option to delete the table.

To delete an account from an Expense Account Table, click the gray box next to the line in the grid and click Delete on the grid.

Print After you click this option, select one of the following:
  • Click Print Current Expense Account Table to print the table currently displayed in your browser window.
  • Click Print Active Group to print the table currently displayed in your browser window and all other tables currently open.
  • Click Select Expense Account Table to Print to open the Expense Account Tables Lookup and select the tables that you want to print.

Header Information

Field Description
Table Number Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Table Name Enter a name for the table. The name appears in place of the table number in all drop-down lists for expense account tables that display on the Billing Terms form.

If the table is project or client-specific, you may want to enter the client or project name or number.

Available for Planning Select this option to make the table available as an option from the Expense and Consultant Amounts Rate Table fields on the Project Planning Rates tab, if From Expense Account Table is selected from the Expense and Consultant Amounts Rate Method field.

This option is only available if your company uses Vision Planning.

Grid

Field Description
Lookup/Insert Click this option to launch the Account lookup to select an account to add to the table.
Insert Click this option to add an account to the table by adding a line to the grid, where you enter the account name or number and the multiplier.
Delete Select the account from the Expense Account grid and click this option to delete the account from the table.
Account This field displays the account number to which the multiplier applies.
Name This field displays the account name to which the multiplier applies.
Multiplier Enter the multiplier to apply to this account, up to four decimal places.

This multiplier overrides any multiplier entered in the Expense Terms or Consultant Terms area of the Exp/Con/Unit tab of the project's Billing Terms form.