Billing Expense Summary Dialog Box

Use the Billing Expense Summary dialog box to view total cost amounts and billing extensions for all expense transactions, broken out by the billing status.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Interactive Billing.
  2. Click the Expenses tab.
  3. On the toolbar, click Summary.

Contents

Field Description
Cost Amount Project cost amounts are displayed in total and broken out by billing status.
  • Bill — The total cost of this project, phase, or task's current expense transactions to be billed.
  • Hold — The total amount of this project, phase, or task's current, held expense transactions.
  • Write-off — The total cost amount of this project, phase, or task's current expense transactions to be written off.
  • Delete — The total cost amount of this project, phase, or task's current expense transactions marked never to be billed on any invoice.
  • Totals — The combined cost amounts for this project, phase, or task's expense transactions, of any status.
Billing Extension Project billing extension (cost x multiplier) are displayed in total and broken out by billing status.

Vision establishes the billing extension for each transaction by multiplying the amount in the Cost field on the Expenses grid by a multiplier, which is determined by the expense billing terms specified in the project's Billing Terms.

  • Bill — The total amount of this project, phase, or task's extensions for all current expense transactions, to be billed.
  • Hold — The total amount of all billing extensions for all current, held expense transactions.
  • Write-off — The total amount of this project, phase, or task's extensions for all current expense transactions marked to be written-off.
  • Delete — The total amount of this project, phase, or task's extensions for all current expense transactions marked never to be billed for this project.
  • Totals — The combined billing extension amounts for this project, phase, or task's current expense transactions, of any status.