Field | Description |
Invoice Status
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If invoice approval is enabled for the project, this field displays the approval status for the transaction:
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Submitted, Approved, or Rejected — The transaction was linked to the invoice at the time it was submitted for approval. Its approval status in this field is the same as the current approval status of the invoice.
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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 either the invoice has not yet been submitted for approval, or 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. If the invoice has been submitted, 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 on a submitted or approved invoice, click
Invoice on the Interactive Approvals toolbar and click
Include New Transactions on the menu.
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Status
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Select whether the labor charge is billable in this billing session. Options are:
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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 allows 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 for this field depend on your role's access rights as set in the Billing Security area of the Accounting tab of Role Security. For example, if you belong to a role with
Allow Delete selected, the
Delete option is available from this field.
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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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