Field | Description |
Labor Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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View
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Select a transaction and click this option to view the transaction on the Billing Labor View dialog box.
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Bill
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Select one or more transactions and click this option to change
Status to
Bill for those transactions.
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Hold
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Select one or more transactions and click this option to change
Status to
Hold for those transactions.
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Write-Off
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Select one or more transactions and click this option to change
Status to
Write-off for those transactions.
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Delete
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Select one or more transactions and click this option to change
Status to
Delete for those transactions.
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Insert
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To insert a transaction into the grid, click this option.
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Modify
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Select a transaction and click this option to change the date, comment, description, hours, or amount/quantity for the transaction.
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Transfer
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Click this option to transfer labor hours and amounts from project to project, or within the same project (from labor code to labor code, account to account, and so on), without exiting Vision Billing.
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Summary
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Click this option to view totals for all the transactions displayed in the grid, such as hours, cost amount, and billing extensions.
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Invoice Status
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This field displays the approval status for the transaction:
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Submitted— The transaction was linked to the invoice at the time the invoice was submitted for approval.
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New— Based on the billing session options for the invoice, the transaction is eligible to be included on the invoice, but the transaction was not linked to the invoice at the time it was submitted for approval. For example, a transaction that was transferred to the project after the invoice was submitted would have
New in
Invoice Status. A transaction with
New in
Invoice Status will not be included on the invoice. If you want to include all transactions with
New in
Invoice Status, click
Include New Transactions on the Interactive Approvals toolbar.
If you make a change to a transaction that requires recalculation of the invoice,
New displays in this field until the recalculation occurs. After the recalculation, this status matches the approval status of the invoice as a whole.
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Status
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Select whether the transaction is billable in this billing session. If you change
Status for a submitted transaction, Vision will automatically recalculate the invoice when you approve or reject the invoice, preview the invoice, select another project, or close Interactive Approvals.
The options in
Status are the following:
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Bill — Include in this billing session.
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Hold — Save the transaction for billing at a later date.
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Write-off — Mark hours that have been charged but cannot be billed. Selecting this option prevents the transaction from being billed, but allows the amount to appear on reports. When you write-off a transaction, no accounting entries are made.
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Delete — Remove from the set of billable transactions. Changing the status to
Delete does not actually delete the transaction. The status of
Delete enables you to run reports that distinguish between write-off (hours charged but cannot be billed) and a transaction that was entered but removed before invoicing, possibly due to a data entry error.
The options that are available from this field depend on your role's access rights as set in the Billing Security area of the Accounting tab of Role Security.
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Billable
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This field indicates whether a transaction is billable. A transaction is not billable if you post it to the non-billable labor code.
You can view non-billable transactions only if the
Show Non-billables on Detail Tabs option is selected on the Billing Session Options dialog box.
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Date
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Vision displays the date entered for the labor transaction on the timesheet, and/or labor adjustment transaction entry, or on a billing labor insert.
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Phase
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If you select to view the project level from the Phase/Task lookup for a project with phases, all of that project's phases display in the grid. The phase number displays in the
Phase column, and all detail that corresponds to that phase displays in that row.
You can also choose to select a particular phase from the Phase/Task lookup to view just the detail for that phase and any associated tasks in the grid.
If you click
Summary on the grid toolbar, Vision displays a summary of all of the detail shown on the Labor tab, including all phases and tasks in the grid.
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Task
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If you select the project or phase level from the Phase/Task lookup for a project with tasks, all of the tasks for that project or phase display in the grid. The task number displays in the
Task column, and all detail that corresponds to that task displays in that row.
You can also choose to select a particular task from the Phase/Task lookup to view just the detail for that task.
If you click
Summary on the grid toolbar, Vision displays a summary of all of the detail shown on the Labor tab, including all phases and tasks in the grid.
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Labor Code
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Vision displays the labor code to which time was charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert. If the labor code is incorrect, you can transfer the item from within this project/phase/task to the appropriate labor code.
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Category
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Vision displays the labor category to which time was charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert. If the category is incorrect, you can transfer the item from within this project/phase/task to the appropriate category.
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Employee
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Vision displays the employee number to which the hours/amount were charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert.
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Name
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Vision displays the employee name to which the hours/amount were charged on the timesheet, and/or labor adjustment transaction entry, or on a Billing Labor insert.
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Hours
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Vision displays the total number of regular, overtime, and secondary overtime hours. To see the breakout of regular, overtime, and secondary overtime hours, click
View.
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Rate
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Vision displays the labor billing rate. This rate depends on the method specified at the
Labor Method field on the Labor tab of the Billing Terms form.
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Extension
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Vision displays the extended amount (hours * rate) based on the current billing terms.
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Comment
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If a comment was entered on the timesheet and/or for the labor adjustment transaction entry, or on a Billing Labor insert, the comment displays here.
To read the full comment, position the mouse pointer over the visible text, or click the text to display the comment in the Text Viewer dialog box.
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