View a Transaction
You can view labor, expense, or unit transactions for billing.
To view a billing transaction, complete the following steps:
- From the Vision Navigation menu, click .
- On the Interactive Billing form, open the appropriate project.
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Click the Labor, Expenses, or Units tab.
- For labor transactions, Vision displays all outstanding timesheet charges and labor adjustments posted to this project in this billing cycle, or placed on hold from prior periods.
- For expense transactions, Vision displays all outstanding expenses posted to this project.
- For unit transactions, Vision displays all outstanding unit transactions posted to the project.
- Click the gray box to the left of the transaction line that you want to view.
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Click
View.
Vision displays data on the Billing Labor View, Billing Expense View, or Billing Unit View dialog box.
- For labor transactions, data originates from a timesheet transaction or was inserted on the Billing Labor Insert dialog box.
- For expense transactions, data originates from transaction entry or expense reports, or was inserted on the Billing Expense Insert dialog box.
- For unit transactions, data originates from transaction entry or was inserted on the Billing Unit Insert dialog box.
- Click OK.