Make a Transaction Billable

You can make labor, expense, or unit transactions billable.

To make a transaction billable, 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. Select the appropriate action:
   • To make one or more entire transactions billable, select the transaction line(s) and set the Status field to Bill.
   • To make a portion of a transaction billable, click the box next to the transaction line, click Bill on the grid, make entries on the Release dialog box, and click OK. For example, on the Billing Labor Release dialog box, you can enter the hours to mark as billable.