Consultant Ledger

The Consultant Ledger report displays information about consultant invoices related to projects.

The report displays the following information for each project:

• The first line lists the project's short name.
• The second line lists the project’s number and name.
• The third line lists the phase number and name.
• If you are not consolidating tasks, the fourth line displays the task number and name.
• If you are including invoice detail, the remaining lines display information on consultant invoices related to your projects.

Leading Zeros in Invoice Numbers, Voucher Numbers

If your firm uses leading zeros in invoice numbers but you do not want to display the zeros, you can clear the Display invoice leading zeros option on the General tab of the Accounting System Settings form (Configuration > Accounting > System Settings).

Similarly, if your firm uses leading zeros in voucher numbers but you do not want to display the zeros, you can clear the Display voucher number leading zeros option on the Accounts Payable tab of the System AP Configuration form (Configuration > Accounting > System AP).

Determining the Paid Status of Invoices

In Vision, you are required to enter receipts against the correct work breakdown structure (WBS) level. Otherwise, the invoice will not be marked as paid. Use the Project level to check when determining the paid status of invoices option on the Accounts Payable tab of the System AP Configuration form to specify the WBS level at which receipts are entered.

Multicompany

If you use the Multicompany feature, you enter general vendor information, including vendor names and addresses, at the enterprise level, and all companies share that information. However, you enter accounting information for each vendor individually for each company on the Accounting tab of the Vendor Info Center. This report only displays information for vendors for which Approved for use in processing for company <active company> is selected on the Accounting tab of the Vendor Info Center.

In addition, the report only includes vouchers that were posted from the active company, and it excludes intercompany vouchers.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.