| Field | Description |
|---|
| Method
|
Select the labor method to determine how Vision extends labor charges on an invoice.
|
| Overtime Method
|
Enter the method to use when extending overtime charges for labor charged to the project. There are three overtime methods:
-
Bill ovt premium as cost: Bills the premium part of overtime at the end of the labor billing section, as if it were a cost.
The premium is the portion of overtime pay that is greater than straight time pay. To generate an overtime premium, at the time of labor costing, the employee must have an overtime markup greater than 100%. The standard overtime markup is specified in the Job Cost
Ovt Pct field on the Accounting tab of the Employee Info Center. Secondary overtime markup is specified in the Job Cost
Ovt-2 Pct field.
For standard overtime hours, you can apply a multiplier to the premium by entering one of the following in the
Ovt Multiplier field:
| Overtime Multiplier
|
Result
|
| 1.0
|
Bills the premium at cost.
|
| Greater than 1.0
|
Marks up the premium.
|
| 0.0
|
Prevents the premium cost from being billed.
|
If you track secondary overtime hours, you can enter a separate multiplier, just for secondary overtime hours, in the
Ovt-2 Multiplier field.
-
Sep ovt with employee percent: Bills hours at a multiple of the employee’s billing rate (set in Employee Info Center) and separates standard and secondary overtime hours from regular hours on the invoice. Use this method to control labor billing markups by employee.
-
Sep ovt with project multiplier: Bills hours using a project multiplier (set from Labor tab of Billing Terms) and separates standard and secondary overtime hours from regular hours on the invoice. Use this method to establish the same labor billing markup for all employees working on the project.
|
| Multipliers
|
Enter the multipliers to apply to the labor billing amount. You can specify up to three multipliers. If you choose to show these multipliers, the first multiplier is included in the rate for the employee (not shown on the invoice). The other two multipliers appear on the invoice at the end of the labor section. Labor multipliers are cumulative. Vision applies the first multiplier, then applies the second multiplier to the result, and so on.
|
| Overtime Multiplier
|
Enter an overtime multiplier to use with employees who receive a premium rate on overtime hours, rather than a straight time rate. For example, if you want to bill at the regular overtime rate, as specified on the Accounting tab of the Employee Info Center, enter
1 here. If you want to bill the employee's overtime hours using the straight time rate, enter
0.
The employee must designate hours worked as overtime on his or her timesheet for this multiplier to be applied to overtime hours.
|
| Overtime 2
|
Enter a percentage by which to multiply secondary overtime hours. Secondary overtime is overtime costed at a higher or lower rate than standard overtime (often at 200% of the employee’s job cost rate). Vision applies the Overtime-2 Percentage you enter in the Ovt-2 Multiplier field to hours entered in the Overtime-2 fields on the timesheet and labor adjustment transaction entry forms and through the Time & Expense application.
Use this field in addition to the
Ovt-2 Pct field on the Accounting tab of the Employee Info Center if you want to track secondary overtime in addition to standard overtime.
This field is available only if the secondary overtime feature is enabled on the Timesheet Configuration form ().
|
| Rate Table
|
Enter or select the rate table that contains the employee rates to use when generating the invoice for the project. You must specify a rate table if you specified
, or
By Labor Code as your labor method.
You can enter the full name or number of the rate table directly in this field, or use the
Search field to look up a rate table.
If you use the Multicurrency feature, the list of available rate tables is limited to those with a currency matching the billing currency of the project (as shown in the
Billing Currency field on the General tab of the Billing Terms form). If the drop-down list is blank, you must set up a rate table with the same currency as the project's billing currency.
If your firm has set
Record Level View access for billing rate tables, you may be limited to only those tables selected by your Vision administrator.
|
| Override Table
|
Select the labor override table to use (if any) when calculating labor on the invoice. The override table stores exceptions to the employee’s usual rate. You can specify an override table if you are using the
Rate Table,
Rate times multiplier,
By Category, or
By Labor Code method for billing labor charges.
|
| Labor Sorting section: Primary
|
From the drop-down list in this field, select one of the following options to sort and group labor charges on invoices:
- None
-
By name
-
By employee type
-
By category (When you select this option, you must select a rate table in the
Table field below the
Primary field.)
-
By labor code (When you select this option, you must select a rate table in the
Table field below the
Primary field.)
|
| Labor Sorting section: Table (below the Primary field)
|
This field is enabled when you select
By category or
By labor code in the
Primary field.
Click
in this field to select a rate table from the Billing Rate Table Lookup to use to retrieve information such as the rate established for an employee. You can use the same category or labor code table for sorting that you used to determine the rates.
|
| Labor Sorting section: Secondary
|
From the drop-down list in this field, select one of the following options as the secondary sort that is used after the primary sort to sort and group labor charges on an invoice.
|
| Labor Sorting section: Table (for secondary labor sort)
|
- None
-
By name
-
By employee type
-
By category (When you select this option, you must select a rate table in the
Table field below the
Primary field.)
-
By labor code (When you select this option, you must select a rate table in the
Table field below the
Primary field.)
This field is enabled when you select
By category or
By labor code in the
Secondary field.
Click
in this field to select a rate table from the Billing Rate Table Lookup to use to retrieve information such as the rate established for an employee. You can use the same category or labor code table for sorting that you used to determine the rates.
|
| Timesheet Detail, Show Employee As, Table, Show Comments, and Show Dates
|
Select this check box to enable the
Show Employee As and
Table fields and the
Show Comments and
Show Dates check boxes. These fields allow you to choose the timesheet detail to display on a project's billing invoices.
If you do
not select the
Timesheet Detail check box, Vision prints a summary of the total labor on the invoices. The summary is sorted and summarized based on the primary and secondary sort that you enter in the
Primary and
Secondary fields in the Labor Sorting section on this tab. If you do not enter primary or secondary labor sorting, a one-line summary of total labor displays on invoices.
- Show Employee As: From the drop-down list in this field, select one of the following options to specify how to identify the timesheet labor detail on a project's billing invoice.
- Employee Name: Select this option to show only the employee's name to identify a timesheet line item on a project's invoices.
- Employee Title: Select this option to show only the employee's title to identify a timesheet line item on a project's invoices.
- Labor Category Description: Select this option to show only the labor category description to identify a timesheet line item on a project's invoices. This is useful when you want to show the role or category for the timesheet line without displaying the employee's name. When you select this option, you also select a billing rate table in the
Table field. Vision uses this table to determine the labor category description.
- Labor Code Description: Select this option to show only the labor code description to identify a timesheet line item on a project's invoices. This option is useful when you want to show the labor code for a timesheet line item without displaying the employee's name. When you select this option, you also select a billing rate table in the
Table field. Vision uses this table to determine the labor code description.
- Table: This field is enabled if you selected
Labor Category Description or
Labor Code Description in the
Show Employee As field. The table that you enter in this field determines the labor category or labor code description that will show on a project's invoices. Click
in this field to select a rate table from the Billing Rate Table lookup.
This field prefills with the following entries, which you can change:
- If you selected
Labor Category Description or
Labor Code Description in the
Primary field in the Labor Sorting section on this tab, the
Table field prefills with the billing rate table that you entered in the
Table field for the
Primary labor sorting field.
- If you did
not select
Labor Category Description or
Labor Code Description in the
Primary field in the Labor Sorting section on this tab but you selected
By category or
By labor code in the
Method field on this tab, this field prefills with the table that is entered for the method in the
Rate Table field on this tab.
- If you entered
By category or
By labor code for both the billing method and primary sort method, the table that is entered for the sorting method prefills in the
Table field.
- Show Comments: Select this check box to show comments on the invoice. Vision prints one line for each employee, including the employee name, hours, rate (if the
Show Rates option is selected), and the extended amount. The comments print on an additional line beneath the employee name.
If the same comment is entered on multiple lines for an employee, the comments are consolidated into one line on the invoice. Timesheet lines with different comments display as separate lines on the invoice. Therefore, an employee may appear several times on the invoice.
If you are using the
By Labor Code method, one line appears for each employee/comment/labor code combination for which the employee has posted time.
-
Show Dates: Select this check box to print timesheet dates. Vision prints one line for each employee, including the employee name, timesheet date, hours, rate (if the
Show Rates option is selected), and the extended amount.
|
| Show Rates
|
Select this check box to print the labor rate for each employee, category, or labor code on the invoice. Vision prints one line, including the employee or category name, rate, and the extended amount for each employee/category.
To display additional employee timesheet detail, use the
Timesheet Detail options.
If you use the
By Labor Code method, one line displays for each employee, for each labor code to which the employee has posted time.
|
| Show Multipliers
|
Select this check box to display the explicit multipliers (multiplier factors 2 and 3) before the
Total Labor line on the invoice. If you do not select this check box, Vision does not display the explicit multipliers. Instead, the amount is included implicitly in the
Total Labor line. See the Labor Multiplier Overview help topic for more information.
Multiplier factor 1 is automatically built into the cost rate and is included in the employee’s rate on the invoice.
|
| Show Ovt Multiplier
|
Select this check box to display the standard or secondary overtime multiplier, the premium amount prior to markup, and the premium amount after markup before the
Total Labor line on the invoice.
If you do not select this option, Vision displays a line for the overtime premium and the fully marked up billing amount, without showing multipliers or premiums.
This option is relevant only if you are using the
Bill ovt premium as cost overtime method..
|
| Flag Overrides
|
Select this check box to mark with an asterisk all employee names on the invoice whose billing rates are derived/determined from an override table.
|
| Use as Project Reporting Default Terms Only
|
Select this check box to use the labor terms only on reports and not on billing invoices. When you select this check box, Vision uses the specified labor terms for:
- Project reports for which you have chosen to use billing rates. (On the General tab of a project report's options form, you use the
Report at option to specify whether to use cost or billing rates on the report.)
- On the Unbilled Detail report if you have selected the
Use Project Reporting Default Terms check box on the Options tab of the report.
Example
To prepare an invoice for a fee-based project, you need to see labor and expense amounts incurred on the project, without having them appear on the invoice. You select
Use as Project Reporting Default Terms Only, run the project report, and use its information in arriving at the fee figure you want displayed on the invoice.
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