Delete a Transaction from the Set of Billable Transactions

You can remove labor, expense, or unit transactions from the set of billable transactions.

To delete a transaction from the set of billable transactions, 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 delete one or more transactions, select the transaction line(s) and set the Status field to Delete.
   • To delete a portion of a transaction, click the box next to the transaction line, click Delete on the grid, make entries on the Delete dialog box, and click OK. For example, on the Billing Labor Delete dialog box, you can enter the hours to delete.