Bill by Default Hierarchy for AP Expense Codes

For projects that have a regular charge type, Vision determines whether or not the project's expenses are billable by looking at the bill by default setting.

Vision checks the following locations in the order that they are listed:

1. Expense code override table — If a project has an expense code override table entered in the Bill by Default section on the Accounting tab in the Project Info Center, Vision uses the bill by default setting on the project's expense code override table. Override tables are set up in Configuration > Accounting > Expense Code Override.

2. Project — If no expense code override table is found for the project or an expense code is not listed on an override table for a project, Vision looks at the bill by default settings for the project in the Consultants and Other Expenses fields in the Bill by Default section on the Accounting tab in the Project Info Center. If the vendor's default expense code that automatically populates for the accounts payable voucher or accounts payable disbursement is a consultant expense code type, Vision looks at the Consultants field for the bill by default setting. If the expense code that automatically populates for the accounts payable voucher or accounts payable disbursement is an Other expense code type, Vision looks at the Other Expenses field for the bill by default setting.

3. Expense code — If a project's bill by default setting in the Project Info Center is Expense Code, Vision looks at the bill by default setting for the expense code in Configuration > Accounting > System AP.