Insert a Transaction

You can insert labor, expense, or unit transactions for billing purposes. These transactions are not posted to Vision for costing purposes.

If you insert a labor transaction and you subsequently enter and post a timesheet or labor adjustment for costing purposes, remember to write it off or delete it when it appears on the Interactive Billing Labor tab, so that you do not bill it twice.

To insert a transaction for billing purposes only, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project.  
3. Click the Labor, Expenses, or Units tab. Vision displays all outstanding transactions posted to the project, phase, or task.
4. Click Insert.
5. Complete the Billing Labor Insert, Billing Expense Insert, or Billing Unit Insert dialog box and click OK.