Modify a Billing Transaction
You can modify the comments or descriptions for labor, expense, or unit transactions. These modifications do not affect your General Ledger or project reports.
To modify data for a billing transaction, complete the following steps:
- From the Vision Navigation menu, click .
- On the Interactive Billing form, open the project.
- Click the Labor, Expenses, or Units tab. Vision displays all outstanding transactions posted to this project, phase, or task.
- Select the transaction line that you want to modify.
- Click Modify.
- Complete the Billing Labor Modify, Billing Expense Modify, or Billing Unit Modify dialog box and click OK.