Units Tab of Interactive Billing

The Units tab lists all unit charges entered through unit transactions or billing unit inserts for the selected project/phase/task up through the current period, Bill-Thru-Date, or Bill-Thru Period, as entered in the Billing Session Options dialog box. This detail is available to be billed on the next invoice accepted.

Contents

Field Description
Invoice Status If invoice approval is enabled for the project, this field displays the approval status for the transaction:
  • 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.
  • 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.
Status Select whether the unit charge is billable in this billing session. Options are:
  • Bill — Include in this billing session.
  • Hold — Save the transaction for billing at a later date.
  • Write-off — Mark amounts that have been charged but can not 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.
  • 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 (unit amounts charged that can not 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. For example, if you belong to a role with Allow Delete checked, the Delete option is available from this field.

Date This field displays the date associated with this unit charge in unit transaction entry, or on a billing unit insert.
Phase 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 Units tab, including all phases and tasks in the grid.

Task 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 Units tab, including all phases and tasks in the grid.

Table Vision displays the unit table that contains the applicable unit information for this unit charge, as specified in unit transaction entry, or on a billing unit insert.
Unit This field displays the unit number to which the amount was charged.
Description If you entered a description for this unit charge during unit transaction entry or on a billing unit insert, it displays here.
Quantity Vision displays the quantity of this unit included in this unit charge.
Rate This field displays the billing amount per unit for this unit.
Extension Vision displays the billing extension amount for this unit charge based on the applicable billing terms.
Document Contact your Vision Administrator to enable FILESTREAM in Weblink if this field is not displayed.
This field displays a Document button for each transaction item. The Document button is displayed in two ways:
  • : This represents a transaction record with no associated supporting documents.
  • : This represents a transaction record with existing supporting documents. If there are associated supporting documents for the transaction record, a tool tip displays the description of the associated supporting documents when you hover your mouse pointer over the Document button.

Click the Document button to display the Supporting Document dialog box where you can add, view, or modify existing supporting documents for the corresponding transaction. On the Supporting Document dialog box, supporting documents that are associated with a transaction record that is posted to a reimbursable account will be marked as "print with invoice" in Billing > Interactive Billing by default. Supporting documents that are associated with a transaction record that is posted to a direct or indirect account will not be marked as "print with invoice" in Billing > Interactive Billing by default.