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Vision 7.6 Help

Contents

  • Welcome to the Deltek Vision Help System
    • Getting Started
      • Main Areas of Vision
      • Optional Vision Modules
      • Starting Vision and Logging In
        • Procedures
          • Start Vision and Log In
          • Reset Your Password
          • Retrieve Your User ID
        • Screens
          • Account Maintenance Dialog Box
          • Select Fields Dialog Box
      • Active Company
      • Dashboard
      • Navigation
        • Vision Terminology
        • System-wide Icons
        • Vision Toolbar
        • User Options
        • Help Options
        • Procedures
          • Navigate in Vision Help
          • Set Up User Options
          • Open an Application in a New Browser Window
          • Hide the Vision Navigation Menu
      • Deltek Announcements Pane
      • System-wide Features
        • Records
        • Required Fields
        • Relational Fields
        • Activity Reminders
        • Alerts
        • Text Editor
        • Select Fields Dialog Box
        • Schedule Dialog Box
          • Display the Schedule Dialog Box
          • Main Tab of Schedule Dialog Box
          • Recurrence Tab of Schedule Dialog Box
          • Parameters Tab of Schedule Dialog Box
      • Working with Grids
        • Procedures
          • Customize Grids
          • Pin Grid Columns in Place
          • Print Grid Information
          • Group Rows on a Grid
          • Export Grid Data to Excel
      • Searching for Records
        • Lookups
        • Info Center Queries
        • Procedures
          • Perform a Standard Lookup
          • Perform a Direct Lookup
          • Display All Addresses for a Client or Vendor
          • Perform a Quick Find
          • Use Quick Find to Enter Data
          • Perform a SQL Where Clause Lookup
          • Perform an Advanced Lookup
          • Save a Search
          • Use a Saved Search
          • Launch a Saved Search from a URL
          • Delete or Rename a Search
        • Operators
          • Comparative Operators
          • SQL Operators
          • Is Me and Is Not Me Operators
          • Is Mine and Is Not Mine Operators
          • Is Home Company and Is Not Home Company (Multicompany)
      • Configuration
      • Reports
      • Work Breakdown Structure
    • Concepts Overview
      • Project Control Overview
        • Project Records
        • Projects, Phases, and Tasks
        • Project Charge Types
        • Interaction of Project Control and Accounting
        • Labor and Expense Charges
          • Direct and Reimbursable Expense Accounts
          • Costing Labor to Projects
          • Regular and Overtime Costs
          • Job Cost Rates
        • Project Planning Overview
          • Resource Management
          • Project Planning Reports
        • Project Budgeting Overview
          • Budgeting and Contract Type
          • Labor Budgets
          • Expense Budgets
          • Budget by Cost Rates or Billing Rates
          • Budget Summary
          • EAC and ETC Values
          • Percent Completes Overview
            • Hierarchy of Percent Complete Overrides
            • Percent Completes for Individual Labor Codes and Expense Accounts
            • Overall Labor Percent Completes or Overall Expense Percent Completes
            • Overall Percent Complete
            • How Vision Calculates Overall Percent Completes
        • Project Reporting
          • Project Reporting at Billing Rates
      • Accounting Concepts Overview
        • General Accounting Concepts
          • Chart of Accounts
            • Account Ranges
            • Are Account Balances Debits or Credits
            • Account Groups
            • Account List
          • Accounting Periods
          • Multi-period Processing
          • Accounting Transactions and the Transaction Center
            • Transaction Types
            • Transaction Type Codes
            • Journal Entries
            • Units and Accounting Transactions
            • Transaction Entry and Posting
              • Implicit and Explicit Postings
              • Implicit Posting Accounts
              • Recurring Transactions
            • Security and Vision Transactions
          • Accounts Payable
            • Accounts Payable File Reconciliation
          • Accounts Receivable
            • How Vision Determines Accounts Receivable Aging
            • Accounts Receivable File Reconciliation
          • Cash-basis Reporting
            • Cash-basis Tax Reporting
            • Mapping Cash-basis Accounts
            • Cash-basis Transactions
            • Cash-basis Transaction Example
            • Cash-basis Reporting and Payroll Accounts
          • Corporate Budgeting Options
          • Accounting Reports
        • Labor and Accounting
          • Timesheet Posting and Labor Distribution
          • Adjust Salaried Job Costing
            • Adjust Salaried Job Costing Calculations
          • Effective Dates and Cost Pay Rates Structure
            • Effective Dates and Cost Rates Hierarchy
            • Effective Dates and Pay Rates Hierarchy
          • Labor Cross Charge
            • Labor Cross Charge Approaches
            • Transfer Price
            • Alternative to Labor Cross Charge
        • Recording Payroll with a Journal Entry
          • Payroll and Your Income Statement
          • Recording Bonuses with a Journal Entry
        • Overhead Allocation
          • Proration Method of Overhead Allocation
          • Assignment Method of Overhead Allocation
          • Calculating the Actual Overhead Rate
          • Firmwide Overhead Allocation
          • Organization Overhead Allocation
          • History Loading for Overhead Allocation
          • Overhead Allocation Report
        • Revenue Generation
          • Revenue Calculations
          • Standard Revenue Methods
          • Contract Types and Revenue Methods
          • Example: Prove Out a Revenue Method
          • Running Revenue Generation by Project
          • Unbilled Services
          • Unbilled File Reconciliation
          • History Loading for Revenue Generation
        • Consultant Accruals
          • Consultant Accrual Reports
      • Processing Cycle Overview
        • Accounting Periods and Processing Cycles
        • Transaction Processing
        • Transaction Posting
        • Reporting and Processing
        • Backing Up Your Database
        • Checklist: Monthly Processing Cycle
        • Processing Cycle Utilities
          • 1099 Initialization
          • Opening W-2 Quarters and Benefit Years
      • Customer Relationship Management (CRM) Overview
        • Info Center Records
        • Client and Contact Management
        • Linking Client and Vendor Records
        • Prospects and Leads
        • Marketing Campaigns
        • Opportunity Tracking and Pipeline Management
        • Calendar and Activity Management
        • Sharing Data with Microsoft Outlook and Microsoft Word
        • CRM Reports
      • Work Breakdown Structure Overview
        • Accounting and the WBS
        • Marketing and the WBS
        • Planning and the WBS
        • Diagram of Work Breakdown Structure Components
        • Work Breakdown Structure Components
        • Changing Default Number Formats
        • Comparing Uses for WBS Components
        • Planning Your Work Breakdown Structure
          • Choosing a Simple, Intermediate, or Complex Structure
          • Delimiters in the Work Breakdown Structure
          • Project Numbers in the Work Breakdown Structure
          • Phases and Tasks in the Work Breakdown Structure
          • Phase or Task Numbering
          • Labor Codes in the Work Breakdown Structure
          • Labor Code Numbering
          • Labor Code Examples for Architectural Firms
          • Labor Code Examples for Engineering Firms
          • Labor Code Examples for Environmental Firms
          • Organizations in the Work Breakdown Structure
          • Account Numbering
          • Standard Chart of Accounts
          • Expense Account Ranges
          • Tips for Modifying the Standard Chart of Accounts
        • Planning the Structure of Non-WBS Numbers
          • Other Important Vision Numbers
          • Client Numbering
          • Opportunity Numbering
          • Employee Numbering
          • Unit Numbering
          • Unit Table Numbering
          • Vendor Numbering
          • Plan Numbering
      • Organization Reporting Overview
        • When to Use Organization Reporting
        • Checklist: Deciding How to Set Up Organization Reporting
        • Organization Reporting Structure
        • Separate Balance Sheets by Organization
        • Non-Operating Organizations
        • Organization Labels
        • Organization Subcodes
      • Multicompany Overview
        • Security and Multicompany
        • Multicompany Terminology
          • Enterprise
          • Company
          • Active Company
          • Employee's Home Company
          • Initial Company
        • Info Center Access in a Multicompany Environment
        • Organizations and Multicompany
          • Limits on Number of Organization Levels and Code Length
          • Assigning Projects and Employees to Organizations
          • Organization for Intercompany Postings
        • Chart of Accounts and Multicompany
          • Intercompany Accounts
          • Example of Foreign Employee Types
        • Transaction Center and Multicompany
          • Intercompany Transactions
          • Accounts Payable Vouchers and Multicompany
          • Transaction Lists and Multicompany
          • Posting Logs and Multicompany
        • Accounting and Multicompany
          • Revenue Generation and Multicompany
          • Accounts Payable and Multicompany
          • Overhead Allocation and Multicompany
        • Employees and Multicompany
          • Employee Multicompany Terminology
          • Associating an Employee with Additional Companies
          • Determining Which Company Record is Displayed for the Employee
          • Lookups and Searches When an Employee is Associated with Multiple Companies (Multicompany)
          • Company-Specific Tabs and Fields
          • Employee Fields Shared by All Companies
          • Security and Employee Multicompany
          • Alerts and Employee Multicompany
          • Employee Review and Employee Multicompany
          • Reporting and Employee Multicompany
          • SF255 and SF330 Proposals and Employee Multicompany
          • Time and Expense Transactions and Employee Multicompany
          • Workflows and Employee Multicompany
        • Billing and Multicompany
          • One Project with Multiple Owning Companies
          • Billing Groups
          • Batch Billing, Billing Terms, and Default Billing Terms
          • Refresh Billing Extensions
        • Intercompany Billing
          • Approaches to Intercompany Billing
          • Income Statement Results: Labor
          • Income Statement Results: Expenses
          • Balance Sheet Results Labor
          • Balance Sheet Results Expenses
          • Agreeing on an Internal Transfer Price
          • When to Process Intercompany Billing
        • Asset Management and Multicompany
        • CRM and Multicompany
        • Proposals and Multicompany
        • Time and Expense and Multicompany
        • Planning and Multicompany
        • Consolidated Reporting and Multicompany
      • Multicurrency Overview
        • Currency Types
        • Info Center and Multicurrency
        • User-Defined Tabs and Multicurrency
        • Foreign-Denominated Accounts
        • Transaction Processing and Multicurrency
        • Employee Labor and Expense Charges and Multicurrency
        • Project Planning and Multicurrency
        • Gains and Losses Resulting from Exchange Rate Changes
        • Accounts Payable and Multicurrency
        • Revenue Generation and Multicurrency
        • Purchasing and Multicurrency
        • Reporting and Multicurrency
        • Consolidated Reporting and Multicurrency
          • Rate Tables and Billing Terms with Multicurrency
          • Billing One Project with Multiple Companies and Currencies
          • Billing Extensions and Multiple Currencies
        • Exchange Rates Overview
          • Exchange Rates Hierarchy
          • Direct Exchanges
          • Inverse Exchanges
          • Triangulation Currency and Exchange Rates
          • Overrides on Exchange Rates and Dates
      • Multiple Languages Overview
        • Multiple Languages and Reporting
        • Where Vision Stores Languages
        • Fields and Labels for Translation
      • Security Overview
        • Accounting, Administrator, and CRM Role Types
        • Access Rights to Menu Items
        • Record Level Security
        • Set Up Users in Security
      • History Overview
        • Installation Cutoff Date
        • History Loading
          • Project History
          • Accounting History
          • Effects of History Loading
      • Business Process Management Overview
      • Approval Workflows Overview
      • Document Management Overview
      • Proposals Overview
        • Custom and Government (SF) Proposals
        • Government Proposals Process
        • Custom Proposals Process
        • Data Entry Standards for Proposals
        • Proposal Firms and Organization Reporting
        • Primary Disciplines
        • Project Codes
        • Proposal Logs
        • Merge Templates
          • Merge Templates for the Government SF Proposals
          • Merge Templates for Custom Proposals
        • Merge Codes
      • Asset Management Overview
        • Equipment Info Center and Asset Management and/or Purchasing
        • Asset Management Terminology
        • Checklist: Configuring Asset Management
        • GL Book and Additional Books for Asset Depreciation
        • Asset Management and Multicompany
        • Asset Management and Multicurrency
        • Asset Depreciation Methods
          • Depreciation Methods Examples
          • Straight-line Method Example
          • Sum of Years Digit Example
          • Modified Accelerated Cost Recovery System (MACRS) Example
        • Entering and Depreciating Asset Items
          • Purchasing Items Used to Create Asset Items and Equipment Items
          • Entering Purchasing Items on the Fly in the Equipment Info Center
          • Creating Asset Items from AP Vouchers
          • Associating an AP Voucher Line Item with an Existing Asset Item
          • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
          • Creating Asset Items and Equipment Items Directly in the Equipment Info Center
          • Associating Units with Asset Items
          • Section 179 Deductions for Asset Items
          • Assigning Employees to an Asset Item
          • Recovering an Asset Item from an Employee
        • Depreciation Processing Overview
          • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
          • Rerunning Depreciation Processing
          • Journal Entries Created During Depreciation Processing
          • Amortizing Capital Leases
          • Amortization Example for Leased Assets
          • Amortizing Prepaid Items
          • Amortization Example for Prepaid Items
          • Changing How Depreciation Is Calculated After You Have Processed Depreciation
          • Processing Depreciation in a Prior Period
          • Undoing the Posting of a Depreciation Processing Run
        • Transfer/Split Processing Overview
          • Transferring Asset Items
            • What Happens When You Transfer an Asset Item
            • Journal Entry Posting Logs for Asset Item Transfers
            • Example of Transferring an Asset Item
            • Undoing an Asset Item Transfer
          • Splitting Asset Items
            • What Happens When You Split an Asset Item
            • Journal Entry Posting Logs for Asset Item Splits
            • Example of Splitting an Asset Item
            • Undoing an Asset Item Split
        • Disposal Processing Overview
          • Journal Entry for Asset Items That Are Scrapped
          • Cash Receipt Entry for Asset Items That Are Sold
          • Undoing the Disposal of an Asset Item
        • Asset Review Overview
        • Section 179 Review Overview
        • Asset Impairments
        • Asset Management Alerts
      • Purchasing and Inventory Overview
        • Purchasing Overview
          • Requisitions and Requests for Price Quotes
          • Purchasing Templates
          • Cost Distribution
          • Committed Expenses
          • Committed Expenses and Multicurrency
          • Creating Vouchers from Purchase Orders
          • Purchase Order Types
            • Standard Purchase Order
            • Service Purchase Order
            • Change Order
            • Blanket Purchase Order
            • Release Order
          • Status Codes for Purchase Orders
            • Receiving Status Codes for Purchase Order Line Items
            • Order Status Codes for Requisition and Price Quote Request Line Items
          • Approval Process for Purchasing Applications
        • Inventory Overview
          • Inventory Process Flow
          • Inventory Item
          • Inventory Location
          • Average Actual Cost of an Inventory Item
          • Inventory Common Project
          • Approval Process for Inventory Item Requests
    • Dashboard Overview
      • Dashpart Types
      • Saving Your Dashboard Changes
      • System Dashparts
      • Web Dashparts
      • Web Dashpart Security
      • Procedures (general)
        • Display the Dashboard
        • Select Columns for a Dashpart
        • Set the Layout of Dashparts
        • Add Records to Dashparts
        • Open a Record from a Dashpart
        • Remove a Single Record from a Dashpart
        • Clear All the Records in a Dashpart
        • Hide a Dashpart
        • Hide All Dashparts Except the Current One
        • Show Unused Dashparts
        • Delete a Dashpart
        • Modify a Dashpart Name
        • Remove a Dashpart
        • Reinstate a Dashpart
        • Save a Dashboard for Other Users
      • Procedures for Specific Kinds of Dashparts
        • Display the Dashboard
        • Add an Info Center Dashpart
        • Populate the Project Dashpart with Phase and Task Records
        • Display Workbook Sheets as Tabs in the Performance Management Dashboard
        • Add Applications to the Applications Dashpart
        • Add a Reports Dashpart
        • Generate a Report from the Reports Dashboard
        • Remove a Single Report from the Reports Dashpart
        • Add an Activities Dashpart
        • Add Activities to the Activities Dashpart
        • Delete Activities from the Activities Dashpart
        • Add a Links Dashpart
        • Add a Link to a Frequently Used File
        • Edit a Link in a Links Dashpart
        • Add a System Dashpart
      • Procedures for Web Dashparts
        • Add a Web Dashpart
        • Add a Web Outlook Dashpart
        • Add a Report Web Dashpart
        • Eliminate Problem Web Sites
      • Screens
        • Dashpart Heading Bar
        • Dashboard Toolbar
        • Add Unused Dashpart Dialog Box
        • Dashpart Configuration Dialog Box
        • Add System Dashpart Dialog Box
        • Add Web Dashpart Dialog Box
        • Activities Filter Dialog Box
        • Alert Details Dialog Box
    • User Options Overview
      • Display Settings That Cannot Be Modified
      • Procedures
        • Set Up User Options
        • Assign Another Person to Perform Approvals in Your Absence
      • Screens
        • User Options Dialog Box
          • Display the User Options Dialog Box
          • General Tab of User Options Dialog Box
          • Startup Tab of User Options Dialog Box
          • Reporting Tab of User Options Dialog Box
          • Activity Tab of User Options Dialog Box
          • Misc Tab of User Options Dialog Box
        • Kona Dialog Box
        • Display Settings Dialog Box
          • Display the Display Settings Dialog Box
          • Controls on the Display Settings Dialog Box
          • Buttons on the Display Settings Dialog Box
          • Forms Tab of Display Settings Dialog Box
          • Menus Tab of Display Settings Dialog Box
          • Grids Tab of Display Settings Dialog Box
          • Navigation Tab of Display Settings Dialog Box
        • Select Color Dialog Box
        • Select Hue Dialog Box
    • Text Editor Overview
      • Formatting Text for Proposals
      • Procedures
        • Insert a Bulleted List for a Proposal
        • Check Spelling in Text Editor
        • Eliminate Embedded Formatting for Proposal Text
        • Insert a Table with the Text Editor
        • Delete a Table with the Text Editor
        • Save Changes in Text Editor
      • Screens
        • Text Editor Dialog Box
        • Insert Table Dialog Box
    • Schedule Dialog Box
      • Display the Schedule Dialog Box
      • Main Tab of Schedule Dialog Box
      • Recurrence Tab of Schedule Dialog Box
      • Parameters Tab of Schedule Dialog Box
    • Activities Overview
      • Calendar and Activities Security
      • Activity Types
      • Data Synchronization and Microsoft Outlook Integration
      • Connect for Microsoft Outlook and CRM
      • Activities and the Dashboard
      • Scheduling Activities on the Activity Dialog Box Overview
        • Activity Reminders
        • Activity Reminder Email Messages
        • Procedures
          • Add an Attendee to an Activity
          • Delete an Attendee from an Activity
          • Add a Contact to an Activity
          • Delete a Contact from an Activity
          • Add a Lead to an Activity
          • Delete a Lead from an Activity
        • Screens
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Buttons on the Activity Dialog Box
            • Detail Tab of the Activity Dialog Box
            • Attendees Tab of the Activity Dialog Box
            • Contacts Tab of the Activity Dialog Box
            • Leads Tab of the Activity Dialog Box
            • Recurrence Tab of the Activity Dialog Box
            • User-Defined Tabs on the Activity Dialog Box
          • Invite Attendees Email Dialog Box
          • Activity Reminder Pop-up Dialog Box
      • Activity Calendar Overview
        • Activity Calendar Sharing
        • Procedures
          • Schedule an Activity in the Activity Calendar
          • Schedule a Follow-up Activity in the Activity Calendar
          • Modify an Activity in the Activity Calendar
          • Delete an Activity in the Activity Calendar
        • Screens
          • Activity Calendar Form
            • Display the Activity Calendar Form
            • Toolbar of the Activity Calendar
            • Monthly Tab of the Activity Calendar
            • Weekly Tab of the Activity Calendar
            • Daily Tab of the Activity Calendar
          • Activity Dialog Box
            • Display the Activity Dialog Box
            • Buttons on the Activity Dialog Box
            • Detail Tab of the Activity Dialog Box
            • Attendees Tab of the Activity Dialog Box
            • Contacts Tab of the Activity Dialog Box
            • Leads Tab of the Activity Dialog Box
            • Recurrence Tab of the Activity Dialog Box
            • User-Defined Tabs on the Activity Dialog Box
          • Open Calendar Dialog Box
          • Share Calendar Dialog Box
      • Activity Manager Overview
        • Activities Filter Advanced Search Example
        • Procedures
          • Schedule an Activity in the Activity Manager
          • Schedule a Follow-up Activity in the Activity Manager
          • Copy an Activity in the Activity Manager
          • Modify an Activity in the Activity Manager
          • Merge Activity Records
          • Delete an Activity in the Activity Manager
        • Screens
          • Activity Manager Form
          • Activity Dialog Box
            • Open the Activity Dialog Box from the Activity Manager
            • Buttons on the Activity Dialog Box
            • Detail Tab of the Activity Dialog Box
            • Attendees Tab of the Activity Dialog Box
            • Contacts Tab of the Activity Dialog Box
            • Leads Tab of the Activity Dialog Box
            • Recurrence Tab of the Activity Dialog Box
            • User-Defined Tabs on the Activity Dialog Box
          • Activities Filter Dialog Box
      • Activity Reports Overview
        • Activity Calendar Report Types
        • Report Contents
          • Activity List Report Columns
          • Activity Summary Report Columns
          • Activity Audit Columns
          • Activity Audit Detail Columns
        • Procedures
          • Print the Activity List Report
          • Print the Activity Summary Report
          • Print the Activity Calendar Report from the Activity Calendar Form
          • Print the Activity Calendar Report from the Activity Manager Form
        • Screens
          • Options Dialog Box
            • Display the Options Dialog Box
            • General Tab of the Options Dialog Box
            • User Defined Sections Tab of the Options Dialog Box
          • Activity Reporting Dialog Box
      • Managing Activities in the Info Center
        • Procedures
          • Open the Activity Dialog Box from an Info Center Record
          • Schedule an Activity in the Info Center
          • Schedule a Follow-up Activity in the Info Center
          • Copy an Activity in the Info Center
          • Delete an Activity in the Info Center
          • Modify an Activity in the Info Center
    • Info Center Overview
      • Info Center User Interface
        • Info Center Icons
        • Info Center Detail and List Views
        • Info Center Tabs
        • Info Center Fields
        • Info Center Grids
        • Data Filters on Grids
        • Procedures for Grids
          • Add (Insert) Information on a Grid
          • Enable Grouping on Grids
          • Add, Remove, or Change the Order of Columns in a List View
          • Export a Grid's Data to Excel
          • Print Grid Information
          • Remove an Association from the Associations Grid
          • Delete Information from a Grid
      • Info Center Basics and Searches
        • Customizing the Info Center
        • Info Center Security
        • Info Center Workflows
        • Audit Trail Reporting and the Info Center
        • Automatic Numbering for New Records
        • Procedures
          • Open Info Center Records
          • Search for Records
          • Search Across Multiple Info Centers
          • Search with a Saved Search
          • Print a Report from the Info Center
          • Select a Phone Number Format
          • Toggle Between Standard and User-Defined Values
          • Merge Info Center Records to Create a Document Using an Adobe InDesign Merge Template
          • Merge Info Center Records to Create a Document Using a Microsoft Word Merge Template
          • Display All Addresses for a Client or Vendor
        • Screens
          • Info Center Search Dialog Box
          • Advanced Lookup
          • Document Management Global Search Dialog Box
          • Merging Dialog Box
          • Merged Document Dialog Box
          • File Download Dialog Box
          • Client Addresses Dialog Box
          • Vendor Addresses Dialog Box
      • Email Messages and Instant Messages
        • Procedures
          • Send an Email Message to One Person
          • Send a Broadcast Email Message to Multiple People
          • Send an Instant Message to an Employee
          • Create and Save an Email Template (Save for My Role)
          • Create and Save an Email Template (Save Personal Only)
          • Create and Save an Email Template (Save for All Roles)
          • Modify a Saved Email Template
          • Delete a Saved Email Template
        • Screens
          • Send Email Dialog Box
          • Email Templates Dialog Box
          • Organize Email Templates Dialog Box
      • Document Management and the Info Center Overview
        • Checklist: Setting Up Document Management
        • Icons on the Document Tree Pane
        • Procedures
          • Link a Document to an Info Center Record
          • Upload (Insert) a Document and Link it to an Info Center Record
          • Select a Document
          • Check Out a Document
          • Check in a Document
          • Undo a Document Checkout
          • Edit the Properties of a Document
          • Disassociate a Document from an Info Center Record
          • Delete a Document from SharePoint
          • View the Version History of a Document
        • Screens
          • Link Document Dialog Box
          • Document Check In Dialog Box
          • Document Version History Dialog Box
          • Edit Properties Dialog Box
          • File Upload Dialog Box
      • Contact Info Center Overview
        • Procedures
          • Select a Contact Record
          • Add a New Contact Record
          • Create a New Opportunity Record on the Opportunities Tab
          • Copy a Contact Record
          • Modify a Contact Record
          • Associate a File Link with a Contact Record
          • Attach a Document to a Contact Record
          • Delete a Contact Record
          • Managing Contact Associations
            • Add a Contact Association to the Associations Grid
            • Edit a Contact Association on the Associations Grid
            • Associations Grid Examples - Contact Info Center
            • Employee Examples - Contact Info Center
            • Marketing Campaign Examples - Contact Info Center
            • Opportunity Examples - Contact Info Center
            • Project Examples - Contact Info Center
        • Screens
          • Contact Info Center Form
            • Display the Contact Info Center Form
            • Toolbar of Contact Info Center
            • General Tab of Contact Info Center
            • Activities Tab of Contact Info Center
            • Links Tab of Contact Info Center
            • Projects Tab of Contact Info Center
            • Opportunities Tab of Contact Info Center
            • Associations Tab of Contact Info Center
            • Marketing Campaigns Tab of Contact Info Center
            • Documents Tab of Contact Info Center
            • Attachments Tab of Contact Info Center
          • Associate a Contact Dialog Box
      • Client Info Center Overview
        • Combined Client and Vendor Info Centers
        • Linked Client and Vendor Fields
        • Client or Vendor Aliases
        • Procedures
          • View and Pin the Client Hierarchy Tree
          • Select a Client Record
          • Add a New Client Record
          • Copy a Client Record
          • Modify a Client Record
          • Create a New Opportunity Record on the Opportunities Tab
          • Create a New Contact Record on the Contacts Tab
          • Display All Addresses for a Client or Vendor
          • Add an Address to an Info Center Record
          • Delete an Address from an Info Center Record
          • Associate a File Link with a Client Record
          • Attach a Document to a Client Record
          • Delete a Client Record
          • Managing Client Associations
            • Add a Client Association to the Associations Grid
            • Edit a Client Association on the Associations Grid
            • Associations Grid Examples - Client Info Center
            • Contact Examples - Client Info Center
            • Employee Examples - Client Info Center
            • Opportunity Examples - Client Info Center
            • Project Examples - Client Info Center
        • Screens
          • Client Info Center Form
            • Display the Client Info Center Form
            • Toolbar of Client Info Center
            • General Tab of Client Info Center
            • Contacts Tab of Client Info Center
            • Activities Tab of Client Info Center
            • Opportunities Tab of Client Info Center
            • Projects Tab of Client Info Center
            • Associations Tab of Client Info Center
            • Links Tab of Client Info Center
            • Documents Tab of Client Info Center
            • Additional Info Tab of Client Info Center
            • Attachments Tab of Client Info Center
          • Associate a Client Dialog Box
          • Client Addresses Dialog Box
      • Lead Info Center Overview
        • Qualifying and Converting Leads
        • Lead Conversion Mappings
        • Procedures
          • Select a Lead Record
          • Add a New Lead Record
          • Qualify and Convert a Lead
          • Copy a Lead Record
          • Modify a Lead Record
          • Associate a File Link with a Lead Record
          • Attach a Document to a Lead Record
          • Delete a Lead Record
          • Managing Lead Associations
            • Marketing Campaign Examples - Lead Info Center
        • Screens
          • Lead Info Center Form
            • Display the Lead Info Center Form
            • Toolbar of Lead Info Center
            • General Tab of Lead Info Center
            • Marketing Campaigns Tab of Lead Info Center
            • Activities Tab of Lead Info Center
            • Links Tab of Lead Info Center
            • Documents Tab of Lead Info Center
            • Attachments Tab of Lead Info Center
          • Convert Lead Dialog Box
      • Marketing Campaign Info Center Overview
        • Procedures
          • Select a Marketing Campaign Record
          • Add a New Marketing Campaign Record
          • Copy a Marketing Campaign Record
          • Modify a Marketing Campaign Record
          • Associate a File Link with a Marketing Campaign Record
          • Attach a Document to a Marketing Campaign Record
          • Delete a Marketing Campaign Record
          • Managing Marketing Campaign Associations
            • Contact Examples - Marketing Campaign Info Center
            • Lead Examples - Marketing Campaign Info Center
            • Opportunity Examples - Marketing Campaign Info Center
            • Project Examples- Marketing Campaign Info Center
        • Screens
          • Marketing Campaign Info Center Form
            • Display the Marketing Campaign Info Center Form
            • Toolbar of Marketing Campaign Info Center
            • General Tab of Marketing Campaign Info Center
            • Leads Tab of Marketing Campaign Info Center
            • Activities Tab of Marketing Campaign Info Center
            • Contacts Tab of Marketing Campaign Info Center
            • Opportunities Tab of Marketing Campaign Info Center
            • Projects Tab of Marketing Campaign Info Center
            • Links Tab of Marketing Campaign Info Center
            • Documents Tab of Marketing Campaigns Info Center
            • Attachments Tab of Marketing Campaign Info Center
      • Opportunity Info Center Overview
        • Primary Contact and Primary Client for an Opportunity
        • Opportunity Visualizations and the Info Center
        • Opportunity Fee Estimates
          • Configuration and Security Considerations for Opportunity Fee Estimates
          • Opportunity Fee Estimate Workflow
          • German Scale of Fees Feature
        • Procedures
          • Select an Opportunity Record
          • Add a New Opportunity Record
          • Copy an Opportunity Record
          • Create an Opportunity Fee Estimate
          • Add Phases to a Fee Estimate
          • Add Special Services to a Fee Estimate
          • Create a New Client Record on the General Tab
          • Create a New Contact Record on the General Tab
          • Modify an Opportunity Record
          • Link an Opportunity Record to BVS Sales Process
          • Create a List of Competitors for an Opportunity
          • Create a Kona Space for an Existing Opportunity
          • Link an Opportunity to an Existing Kona Space
          • Attach a Document to an Opportunity Record
          • Delete an Opportunity Record
          • Managing Opportunity Associations
            • Client Examples - Opportunity Info Center
            • Contact Examples- Opportunity Info Center
            • Employee Examples - Opportunity Info Center
            • Marketing Campaign Examples-Opportunity Info Center
            • Vendor Examples- Opportunity Info Center
        • Screens
          • Opportunity Info Center Form
            • Display the Opportunity Info Center Form
            • Opportunity Info Center Toolbar
            • General Tab of Opportunity Info Center
            • Team Tab of Opportunity Info Center
            • Clients/Contacts Tab of Opportunity Info Center
            • Proposals Tab of Opportunity Info Center
            • Service Estimate Tab of Opportunity Info Center
            • Fee Estimate Tab of Opportunity Info Center
            • Estimated Revenue Tab of Opportunity Info Center
            • Activities Tab of Opportunity Info Center
            • Location Tab of Opportunity Info Center
            • Project Codes Tab of Opportunity Info Center
            • Marketing Campaigns Tab of Opportunity Info Center
            • IQ Info Tab of Opportunity Info Center
            • Documents Tab of Opportunity Info Center
            • Files Tab of Opportunity Info Center
            • Competition Tab of Opportunity Info Center
            • Attachments Tab of Opportunity Info Center
          • Edit Cost Groups Dialog Box
          • Proposal Log Dialog Box
          • Select Phases Dialog Box
      • Employee Info Center Overview
        • Employee Withholdings
        • Timesheet Hours Calculation
        • Associating Employees with Multiple Companies
          • Employee Multicompany Terminology
          • Employee Fields Impacted by the Multicompany Feature
        • Lookups and Searches When an Employee is Associated with Multiple Companies (Multicompany)
        • Example: One Employee Associated with Multiple Companies
        • Procedures
          • Select a Hub Record
          • Add a New Employee Record
          • Copy an Employee Record
          • Modify an Employee Record
          • Add a Photo to an Employee Record
          • Clear an Employee Photo
          • Associate a File Link with an Employee Record
          • Assign Timesheet Administration Rights to an Employee
          • Assign Expense Administration Rights to an Employee
          • Attach a Document to an Employee Record
          • Delete an Employee Record
          • Managing Employee Associations
            • Client Examples - Employee Info Center
            • Contact Examples - Employee Info Center
            • Opportunity Examples - Employee Info Center
            • Project Examples - Employee Info Center
        • Procedures for Multiple Companies
          • Select an Employee Record (Multicompany)
          • Associate an Employee with Additional Companies (Multicompany)
          • Copy an Employee Record (Multicompany)
          • Change an Employee's Home Company (Multicompany)
          • View All Companies Associated with an Employee (Multicompany)
        • Screens
          • Employee Info Center Form
            • Display the Employee Info Center Form
            • Toolbar of Employee Info Center
            • General Tab of Employee Info Center
            • Personal Tab of Employee Info Center
            • Accounting Tab of Employee Info Center
            • Payroll Tab of Employee Info Center
            • Experience Tab of Employee Info Center
            • Time Tab of Employee Info Center
            • Expense Tab of Employee Info Center
            • Projects Tab of Employee Info Center
            • CRM Info Tab of Employee Info Center
            • Links Tab of Employee Info Center
            • Resumes Tab of Employee Info Center
            • Associations Tab of Employee Info Center
            • Documents Tab of Employee Info Center
            • Assets Tab of Employee Info Center
            • Attachments Tab of Employee Info Center
          • Employee Review in the Employee Info Center
            • Display the Employee Review Form
          • Advanced Lookup
      • Project Info Center Overview
        • Project Templates
        • Project Defaults
        • Projects and Plans
        • Primary Contacts and Clients on a Project
        • Project Visualizations and the Info Center
        • Work Breakdown Structures and Project Records
        • Phase Task Icon Indicates Projects with WBS Levels
        • Field Mapping for Projects Based on Opportunities or Templates
          • Project Fields Based on a Project Template
          • Project Fields Based on an Opportunity
          • Project Fields Based on an Opportunity and a Project Template
          • Project Fields Based on an Opportunity Fee Estimate
        • Procedures for Project Records
          • Select a Project Record
          • Add a New Project Record
          • Create a Work Breakdown Structure for a New Project
          • Create a New Project from a Plan
          • Create a New Project from a Project Template
          • Create a New Project from an Existing Project
          • Create a New Project from an Opportunity
          • Create a New Project from an Opportunity Fee Estimate
          • Create a New Project from an Opportunity and a Project Template
          • Create a Kona Space for a Project When You Create the Project
          • Create a Kona Space for an Existing Project
          • Copy a Project Record
          • Modify a Project Record
          • Link a Project to an Existing Kona Space
          • Populate the List or Detail View in the Project Info Center with Phase and Task Records
          • Create a New Contact Record on the Accounting Tab
          • Create a New Client Record on the Accounting Tab
          • Create a New Contract Record on the Contract Management Tab
          • Add an Address to an Info Center Record
          • Delete an Address from an Info Center Record
          • Attach a Document to a Project Record
          • Associate a File Link with a Project Record
          • Delete a Project Record
          • Managing Project Associations Overview
            • Client Examples - Project Info Center
            • Contact Examples - Project Info Center
            • Employee Examples - Project Info Center
            • Marketing Campaign Examples - Project Info Center
            • Vendor Examples - Project Info Center
        • Procedures for Phase and Task Records
          • Pin the Phase Task Lookup
          • View Phase or Task Details
          • Populate the List or Detail View in the Project Info Center with Phase and Task Records
          • Add a New Phase Record
          • Add a New Task Record
          • Create a New Phase from an Existing Phase
          • Create a New Phase or Task from a Project Template
          • Create a New Task from an Existing Task
          • Copy a Phase or Task Record
          • Modify a Phase or Task Record
          • Associate a File Link with an Info Center Record
          • Add an Address to an Info Center Record
          • Delete an Address from an Info Center Record
          • Delete a Hub Record
        • Screens
          • Project Info Center Form
            • Display the Project Info Center Form
            • Toolbar of Project Info Center
            • General Tab of Project Info Center
            • Contract Management Tab of Project Info Center
            • Accounting Tab of Project Info Center
            • Time and Expense Tab of Project Info Center
            • Budget and Revenue Tab of Project Info Center
            • Team Tab of Project Info Center
            • Clients/Contacts Tab of Project Info Center
            • Activities Tab of Project Info Center
            • Background Tab of Project Info Center
            • Dates and Costs Tab of Project Info Center
            • Documents Tab of Project Info Center
            • Links Tab of Project Info Center
            • Intercompany Billing Tab of Project Info Center
              • Opportunity Info Center Overview
                • Primary Contact and Primary Client for an Opportunity
                • Opportunity Visualizations and the Info Center
                • Opportunity Fee Estimates
                  • Configuration and Security Considerations for Opportunity Fee Estimates
                  • Opportunity Fee Estimate Workflow
                  • German Scale of Fees Feature
                • Procedures
                  • Select an Opportunity Record
                  • Add a New Opportunity Record
                  • Copy an Opportunity Record
                  • Create an Opportunity Fee Estimate
                  • Add Phases to a Fee Estimate
                  • Add Special Services to a Fee Estimate
                  • Create a New Client Record on the General Tab
                  • Create a New Contact Record on the General Tab
                  • Modify an Opportunity Record
                  • Link an Opportunity Record to BVS Sales Process
                  • Create a List of Competitors for an Opportunity
                  • Create a Kona Space for an Existing Opportunity
                  • Link an Opportunity to an Existing Kona Space
                  • Attach a Document to an Opportunity Record
                  • Delete an Opportunity Record
                  • Managing Opportunity Associations
                    • Client Examples - Opportunity Info Center
                    • Contact Examples- Opportunity Info Center
                    • Employee Examples - Opportunity Info Center
                    • Marketing Campaign Examples-Opportunity Info Center
                    • Vendor Examples- Opportunity Info Center
                • Screens
                  • Opportunity Info Center Form
                    • Display the Opportunity Info Center Form
                    • Opportunity Info Center Toolbar
                    • General Tab of Opportunity Info Center
                    • Team Tab of Opportunity Info Center
                    • Clients/Contacts Tab of Opportunity Info Center
                    • Proposals Tab of Opportunity Info Center
                    • Service Estimate Tab of Opportunity Info Center
                    • Fee Estimate Tab of Opportunity Info Center
                    • Estimated Revenue Tab of Opportunity Info Center
                    • Activities Tab of Opportunity Info Center
                    • Location Tab of Opportunity Info Center
                    • Project Codes Tab of Opportunity Info Center
                    • Marketing Campaigns Tab of Opportunity Info Center
                    • IQ Info Tab of Opportunity Info Center
                    • Documents Tab of Opportunity Info Center
                    • Files Tab of Opportunity Info Center
                    • Competition Tab of Opportunity Info Center
                    • Attachments Tab of Opportunity Info Center
                  • Edit Cost Groups Dialog Box
                  • Proposal Log Dialog Box
                  • Select Phases Dialog Box
            • Location Tab of Project Info Center
            • Marketing Campaigns Tab of Project Info Center
            • Attachments Tab of Project Info Center
          • Project Review in the Project Info Center
            • Display the Project Review Form
          • Advanced Lookup
          • Contract Dialog Box
          • Create Project From Dialog Box
          • Create Project from Plan Dialog Box
          • Create Phase From Dialog Box
          • Create Task From Dialog Box
      • Unit Info Center Overview
        • Unit Tables
        • Unit Billings and Cost Rates on Bills and Reports
        • Unit Fields Based on Inventory Items
        • Associating Units with Asset Items
        • Procedures
          • Select a Hub Record
          • Create a New Unit Table
          • Create a New Unit Table from an Inventory Item
          • Copy a Unit Table Record
          • Create a New Unit Record
          • Copy a Unit Record
          • Modify a Unit Record
          • Delete a Unit Record
        • Screens
          • Unit Info Center Form
          • Units Dialog Box
      • Vendor Info Center Overview
        • Combined Client and Vendor Info Centers
        • Linked Client and Vendor Fields
        • Client or Vendor Aliases
        • Vendor Fields Mapped to Client Fields
        • Procedures
          • Select a Vendor Record
          • Add a New Vendor Record
          • Copy a Vendor Record
          • Create a New Vendor Record from a Client
          • Create a New Contact Record on the Contacts Tab
          • Modify a Vendor Record
          • Display All Addresses for a Client or Vendor
          • Add an Address to an Info Center Record
          • Delete an Address from an Info Center Record
          • Attach a Document to a Vendor Record
          • Associate a File Link with a Vendor Record
          • Delete a Vendor Record
        • Screens
          • Vendor Info Center Form
            • Display the Vendor Info Center Form
            • Toolbar of Vendor Info Center
            • General Tab of Vendor Info Center
            • Accounting Tab of Vendor Info Center
            • Contacts Tab of Vendor Info Center
            • Opportunities Tab of Vendor Info Center
            • Projects Tab of Vendor Info Center
            • Activities Tab of <msgph varref="V-GW_Vendor_UC">Vendor</msgph> Info Center
            • Documents Tab of Vendor Info Center
            • Links Tab of Vendor Info Center
            • Additional Info Tab of Vendor Info Center
            • Attachments Tab of Vendor Info Center
          • Vendor Addresses Dialog Box
      • Text Library Info Center Overview
        • Procedures
          • Select a Text Library Record
          • Add a New Text Library Record
          • Copy a Text Library Record
          • Modify a Hub Record
          • Associate a File Link with a Text Library Record
          • Delete a Text Library Record
        • Screens
          • Text Library Info Center Form
            • Display the Text Library Info Center Form
            • Toolbar of Text Library Info Center
            • General Tab of Text Library Info Center
            • Links Tab of Text Library Info Center
            • Documents Tab of Text Library Info Center
      • Account Info Center Overview
        • Chart of Accounts Info Center Overview
          • Process Overview: Create or Modify the Chart of Accounts
          • Account List
          • Example of Account Key Conversion Transfer Accounts Between Banks
          • Example of Account Key Conversion Combine Expense Accounts
          • Procedures
            • Add a New Account Record
            • Add a New Cash-Basis Account Record
            • Select an Account Record
            • Copy an Account Record
            • Modify a Hub Record
            • Delete an Account Record
          • Screens
            • Chart of Accounts Info Center Form
            • Account List Options Dialog Box
              • Display the Account List Options Dialog Box
              • General Tab of Account List Options Dialog Box
              • Columns Tab of Account List Options Dialog Box
              • Layout Tab of the Options Dialog Box
        • Account Groups Overview
          • Rules for Mapping Account Groups to Account Group Tables
          • Two Levels of Account Groups for General Ledger Reports
          • Specify Account Groups on General Ledger Reports
          • Account Group Name Info Center Overview
            • Procedures
              • Select a Hub Record
              • Add a New Detail Account Group Name Record
              • Add a New Summary Account Group Name Record
              • Modify a Hub Record
              • Delete a Hub Record
            • Screens
              • Account Group Name Info Center Form
                • Display the Account Group Name Info Center Form
                • Toolbar of Account Group Name Info Center
                • Detail Account Group Tab of Account Group Name Info Center
                • Summary Account Group Tab of Account Group Name Info Center
          • Account Group Table Info Center Overview
            • Account Group Tables and Security Access
            • Procedures
              • Select a Hub Record
              • Add a New Detail Account Group Table and Insert Accounts
              • Add a New Summary Account Group Table Record
              • Insert Accounts into an Existing Detail Account Group Table
              • Delete an Account from a Detail Account Group Table
              • Copy an Account Group Table Record
              • Modify a Hub Record
              • Delete a Hub Record
            • Screens
              • Account Group Table Info Center Form
                • Display the Account Group Table Info Center Form
                • Toolbar of Account Group Table Info Center
                • Detail Account Group Tab of Account Group Table Info Center
                • Summary Account Group Tab of Account Group Table Info Center
      • Equipment Info Center Overview
        • Equipment Info Center and Asset Management and/or Purchasing
        • Entering and Depreciating Asset Items
        • Asset Management Terminology
        • Purchasing Items Used to Create Asset Items and Equipment Items
        • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
        • Creating Asset Items from AP Vouchers
        • Associating an AP Voucher Line Item with an Existing Asset Item
        • Creating Asset Items and Equipment Items Directly in the Equipment Info Center
        • GL Book and Additional Books for Asset Depreciation
        • Identifying Asset Items with an Active or Inactive Status
        • Associating Units with Asset Items
        • Assigning Employees to an Asset Item
        • Recovering an Asset Item from an Employee
        • Section 179 Deductions for Asset Items
        • Asset Impairments
        • Asset Management and Multicompany
        • Asset Management and Multicurrency
        • Entering Purchasing Items on the Fly in the Equipment Info Center
        • Procedures
          • Create an Asset Item from an AP Voucher Line Item
          • Associate an AP Voucher Line Item with an Existing Asset Item
          • Create an Asset Item or Equipment Item from a Purchase Order
          • Create an Asset Item or Equipment Item from a Change Order
          • Create an Asset Item or Equipment Item from a Release Order
          • Enter Depreciation Information for Asset Items Generated Automatically from Other Applications
          • Modify an Equipment Item Created from a Change Order
          • Add an Asset Item Directly in the Equipment Info Center
          • Add an Equipment Item Directly in the Equipment Info Center
          • Enter a Purchasing Item on the Fly in the Equipment Info Center
          • Copy an Asset Item or Equipment Item to Create a New Item
          • Identify Active or Inactive Asset Items
          • Assign an Employee to an Asset Item
          • Recover an Asset Item from an Employee
          • Associate an Improvement with an Asset Item
          • Associate a Unit with an Asset Item
          • Delete the Association of a Unit with an Asset Item
          • Delete an Asset Item or Equipment Item
          • Process an Asset Impairment
          • Print an Asset or Equipment Item Report from the Equipment Info Center
          • Print Equipment Info Center Data from List View
          • Select an Equipment Record
          • Attach a Document to an Equipment Record
          • Associate a File Link with an Equipment Record
        • Screens
          • Equipment Form
            • Display the Equipment Form
            • Toolbar of Equipment Form
            • General Tab of the Equipment Form
            • Purchase Order Tab of the Equipment Form
            • Status Tab of the Equipment Form
            • Links Tab of the Equipment Form
            • Assignments Tab of the Equipment Form
            • GL Cost Tab of the Equipment Form
            • GL Book Tab of the Equipment Form
            • Additional Books Tab of the Equipment Form
            • Attachments Tab of Equipment Info Center
          • Select URL Dialog Box
          • Items Master Dialog Box
            • Display the Items Master Dialog Box
            • Toolbar of the Items Master Form or Dialog Box
            • General Tab of the Items Master Form or Dialog Box
            • Vendors Tab of the Items Master Form or Dialog Box
          • Equipment Reporting Dialog Box
            • Display the Equipment Reporting Dialog Box
            • Toolbar of Reporting Form or Dialog Box
            • Reports Tab
            • Archived Reports Tab
            • Current Activity Tab
    • Proposals Overview
      • Custom Proposals Overview
        • Custom Proposals Process
        • Custom Proposals that Use Adobe InDesign Merge Templates
          • Custom Proposals Graphics and Adobe InDesign Merge Templates
          • Cost and Fee Proposals
          • Procedures
            • Create a New Custom Proposal
            • Add Info Center Sections to Custom Proposals
            • Add Info Center Records to a Custom Proposal Section
            • Add a Project Description to a Custom Proposal Section
            • Select Team Members and Employee Data to Include in a Project Section of a Custom Proposal
            • Select Projects and Project Data to Include in an Employee Section of a Custom Proposal
            • Add Resume Text to a Custom Proposal Section
            • Merge a Custom Proposal that Uses an Adobe InDesign Merge Template
          • Screens
            • Custom Proposal Form
              • Display the Custom Proposal Form
              • Toolbar of Custom Proposal Form
              • General Tab of the Custom Proposal Form
              • Info Center Section Tabs of the Custom Proposal Form
            • Configure Sections Dialog Box
            • Select Sections to Merge Dialog Box
            • Select Team Dialog Box
            • Select Projects Dialog Box
            • Proposal Log Dialog Box
            • Format Project Experience Dialog Box
            • View and Select Projects Dialog Box
        • Custom Proposals that Use Microsoft Word Merge Templates
          • Merge Code Toolbar in Microsoft Word
          • Merge Code Types
            • Employee Merge Codes
            • Activity Manager Group Codes
            • Client Info Center Group Codes
            • Contact Info Center Group Codes
            • Employee Info Center Group Codes
          • Cost and Fee Proposals
          • Procedures
            • Create a New Custom Proposal
            • Add Info Center Sections to Custom Proposals
            • Add Info Center Records to a Custom Proposal Section
            • Create Graphics Placeholders in a Microsoft Word Merge Template
            • Merge a Custom Proposal that Uses a Microsoft Word Merge Template
            • Create a Resume Template
          • Windows Regional Settings
          • Screens
            • Custom Proposal Form
            • Custom Proposals Graphics Dialog Box
            • Configure Sections Dialog Box
            • Select Sections to Merge Dialog Box
            • Select Custom Field Format Dialog Box
            • Select Date Format Dialog Box
            • Select Number Format Dialog Box
            • Select Separator Format Dialog Box
            • Select State Province Format Dialog Box
            • Select Team Dialog Box
            • Proposal Log Dialog Box
            • Resume By Query Dialog Box
            • Format Project Experience Dialog Box
            • View and Select Projects Dialog Box
            • Select Projects Dialog Box
      • SF330 and SF255 Proposals and Multicompany
      • SF330 Proposals Overview
        • Before You Create an SF330 Proposal
        • List of Disciplines (Function Codes)
        • List of Experience Categories (Profile Codes)
        • How Refresh Works in Sections E F and G
        • Variables for SF330 and SF255 Graphics Placeholders
        • Merge Codes for SF330 Proposals
          • BLOB Codes in SF330 Merge Templates
          • External Projects Begin Code for Section E Block 19
          • External Projects Merge Codes for Section E Block 19
          • External Projects Begin Code for User-Defined Fields in Section E Block 19
          • External Employees Begin Code for User-Defined Fields in Section E
          • External Projects Merge Codes for Section F
          • External Projects Begin Code for User-Defined Fields in Section F
          • External Projects Merge Codes for Section G Block 29
          • External Projects Begin Code for User-Defined Fields in Section G Block 29
        • Procedures
          • Create a New SF330
          • Create an SF330 from an Opportunity
          • Copy an Existing SF330
          • Merge an SF330 Proposal
          • Merge Signature Images (Section H and Part II)
          • Add Graphics to an SF330
          • Populate a Block from a Text Library
        • Screens
          • 330 Preferences Form
          • SF330 Proposals Form
            • Display the SF330 Proposals Form
            • Toolbar of SF330 Proposals Form
            • Page 1 Tab of SF330 Proposals Form
            • Section C Menu of SF330 Proposals Form
            • Section E Tab of SF330 Proposals Form
            • Section E Menu of SF330 Proposals Form
            • Block 19 - Relevant Projects Menu of SF330 Proposals Form
            • Section F Tab of SF330 Proposals Form
            • Section F Menu of SF330 Proposals Form
            • Section G Tab of SF330 Proposals Form
            • Section H Tab of SF330 Proposals Form
            • Part II Tab of SF330 Proposals Form
            • Part II Menu of the SF330 Proposals Form
          • Section G Roles Dialog Box
          • View and Select Projects Dialog Box for SF330 Proposals
          • Select Projects for all Employees Dialog Box
      • SF330 Template Editor
        • Default SF330 Templates
        • Procedures
          • Modify an SF330 Template Set to Create a New Template Set
          • Update an SF330 Template to Add it to the VisionDatabase
          • Add Graphics Placeholders to SF330 Merge Templates
          • Add Your Firm's Logo
          • Change Fonts on a Template
        • Screens
          • SF330 Template Editor Dialog Box
      • SF254 Proposals Overview
        • External Merge Codes for SF254 and SF255 Proposals
          • BLOB Codes for SF254 and SF255 Proposals
          • BLOB Codes for Modified 254 and 255 Merge Templates
          • Project Merge Codes for SF254 and SF255 Proposals
        • Procedures
          • Merge an SF254 Proposal
          • Add Additional Disciplines (Block 8)
          • Add Profile Codes (Block 10)
          • Add Project Examples (Block 11)
        • Screens
          • 254 Preferences Form
          • SF254 Proposals Form
            • Display the SF254 Proposals Form
            • Toolbar of SF254 Proposals Form
            • Page 1 Tab of SF254 Proposals Form
            • Page 2 Tab of SF254 Proposals Form
            • Page 3 Tab of SF254 Proposals Form
            • Page 4 Tab of SF254 Proposals Form
      • SF254 Template Editor
        • Default SF254 Templates
        • Procedures
          • Modify an SF254 Template Set to Create a New Template Set
        • Screens
          • SF254 Template Editor Dialog Box
      • SF255 Proposals Overview
        • External Merge Codes for SF254 and SF255 Proposals
          • Graphics Placeholders for SF255 Merge Templates
          • Variables for SF330 and SF255 Graphics Placeholders
          • BLOB Codes for Modified 254 and 255 Merge Templates
          • BLOB Codes for SF254 and SF255 Proposals
          • Project Merge Codes for SF254 and SF255 Proposals
          • Employee Merge Codes for SF255 Proposals
          • Consultant Merge Codes for SF255 Proposals
        • Procedures
          • Merge an SF255 Proposal
          • Add Project Descriptions
          • Select Graphics for an SF255 Proposal
          • Build a Resume by Category
          • Build a Resume by Query with Project Restrictions
          • Build a Resume by Query without Project Restrictions
          • Specify Employee Layout for an SF255 Proposal
        • Screens
          • 255 Preferences Form
          • SF255 Proposals Form
            • Display the SF255 Proposals Form
            • Toolbar of SF255 Proposals Form
            • Page 1 Tab of SF255 Form
            • Consultants Tab of SF255 Proposals Form
            • Employees Tab of SF255 Proposals Form
            • Projects Tab of SF255 Proposals Form
            • Federal Tab of SF255 Proposals Form
            • Text Tab of SF255 Proposals Form
          • Resume By Query Dialog Box
      • SF255 Template Editor
        • Default SF255 Templates
        • Procedures
          • Modify an SF255 Template Set to Create a New Template Set
        • Screens
          • SF255 Template Editor Dialog Box
      • Resume by Query Overview
        • Resume by Query Preceding Separator Statements
        • Resume by Query State Formats
        • Resume by Query Currency Formats
        • Screens
          • Resume By Query Dialog Box
    • Planning Overview
      • Checklist: Planning Quick Start
      • Planning Tips
      • Planning Configuration Settings and Planning
        • Planning Alerts
        • Numbering Options and Planning
        • Security Configuration and Planning
        • Grid Configuration and Planning
        • Custom Tabs and Fields in Planning
        • Accordion Grid Example
        • Procedures
          • Configure Dates for Estimate to Complete and Job to Date Basis
          • Configure an Accordion Calendar Grid
        • Screens
          • Accordion Calendar Format Dialog Box
      • Project Planning Overview
        • Labor Costs and Rates in Planning
        • Cost Rates in Planning
        • Billing Rates in Planning
        • Date Based Rates and Planning
        • Comparing Compensation to Contracts
        • How Planning Calculates ETC
        • How Planning Calculates Working Time and Dates
        • Plan Road Map
        • Creating and Scheduling Plans
          • Checklist: Creating a New Plan
          • Checking In and Checking Out Plan Records
          • Shifting Planned Assignments
          • Spreading Data Evenly on the Planning Tabs
          • Task Dependencies
          • Scheduling Dependent Tasks Using the Gantt Chart
          • Guidelines for Creating Plans
            • Guidelines for Copying an Existing Plan
            • Guidelines for Creating a Plan from a Project
            • Basing Plans on Projects Imported from Other Sources
            • Guidelines for Creating a Plan from an Opportunity
            • Plan Fields Based on Opportunity
            • Guidelines for Creating a Project from a Plan
          • Procedures for Plans
            • Open a Plan
            • Change the Plan Retrieval Mode
            • Create a New Plan
            • Copy and Modify a Plan to Create a New Plan
            • Create a New Plan from a Project
            • Create a New Plan from Multiple Projects
            • Create a New Plan from an Opportunity
            • Check in a Plan That is Checked Out to Another Person
            • Schedule the Plan
            • Shift Planned Assignments
            • Review a Project
            • Print a Plan Record
            • Delete a Plan Record
          • Procedures for Task Dependencies
            • Create a Dependency Using the Edit Dependencies Dialog Box
            • Create a Dependency Using the Set FF Relationship Option
            • Create a Dependency Using the Set FS Relationship Option
            • Create a Dependency Using the Set SF Relationship Option
            • Create a Dependency Using the Set SS Relationship Option
            • Remove Predecessor Relationships Between Tasks
            • Change Task Start or Finish Dates
            • Change Task Dates to ASAP
            • Add Lag or Lead Time Between Tasks
            • View the Entire Gantt Chart
            • Zoom or Scroll on the Gantt Chart
        • Budgeting Plans
          • Procedures for Budgeting Plans
            • Open a Plan
            • Assign and Budget Consultants
            • Assign and Budget Expenses
            • Assign and Budget Resources
            • Assign and Budget Units
          • Procedures for Spreading Amounts Across Accordion Calendar Grids
            • Copy Hours or Amounts Across Periods
            • Fill Hours or Amounts Across Periods
            • Spread Costs Evenly
            • Spread Costs Proportionally
            • Spread Hours Evenly
            • Spread Hours Proportionally
        • Top-Down Plans and Project Plans
          • Field Mapping for Top-Down Plans and Project Plans
          • Procedures
            • Create a Top-Down Plan and Convert it to a Project Plan
            • Search for a Top-Down Plan
        • When You Win the Contract - Mapping the Plan
          • Checklist: When You Win the Contract
          • What is Mapping?
          • Guidelines for Building a WBS
          • Work Breakdown Structure (WBS) Mapping Rules
          • Plan Level Fields
          • Probability Settings and Resources
          • Actual Values on Plans
          • Procedures for Mapping Plans
            • Create the Work Breakdown Structure (WBS) for the Plan
            • Set New Default Plan Levels for the WBS
            • Map the Plan to an Existing Project Record
            • Map the Plan to a To-Be-Created Project
            • Save the Baseline Version of the Plan
            • Assign an Employee with JTD to a Plan
        • Importing and Exporting Data Between Microsoft Project and Vision Planning
          • Import Export Field Mappings
          • Import Export Database Table Field Mappings
          • Guidelines for Importing and Exporting Data
            • Guidelines for Exporting to Microsoft Project
            • Guidelines for Importing from Microsoft Project
          • Procedures
            • Configure Internet Explorer Security Options
            • Export a File to Microsoft Project
            • Import a File from Microsoft Project
        • Project Planning Resource Searches
          • Project Planning Named Resources
          • Employee Experience Information
          • Project Planning Generic Resources
          • Procedures
            • Perform a Project Planning Resource Search
            • Select Generic Resources with the Project Planning Resource Search
            • Delete a Project Planning Resource Search
            • View an Employee's Schedule with the Project Planning Resource Search
            • View Resource Utilization with the Project Planning Resource Search
        • Screens
          • Project Planning Form
            • Grid Column Views
            • Display the Project Planning Form
            • Toolbar of Project Planning
            • General Tab of Project Planning
            • Rates Tab of Project Planning
            • Billing Analysis Tab of Project Planning
            • Cost Analysis Tab of Project Planning
            • Schedule Tab of Project Planning
            • Labor Tab of Project Planning
            • Expense Tab of Project Planning
            • Unit Tab of Project Planning
            • Consultant Tab of Project Planning
            • Summary Tab of Project Planning
            • Top-Down Planning Tab of Project Planning
          • Resource Search Dialog Box
            • Display the Resource Search Dialog Box
            • Employee Schedule Tab of the Resource Search Dialog Box
            • Named Resource Tab of the Resource Search Dialog Box
            • Utilization Tab of the Resource Search Dialog Box
            • Generic Resource Tab of the Resource Search Dialog Box
          • Project Review Dialog Box
            • Display the Project Review Dialog Box
            • Billing Tab of Project Review
            • Cost Tab of Project Review
            • Accounts Receivable Tab of Project Review Dialog Box
            • Inventory Tab of Project Review Form
            • Purchasing Tab of Project Review Dialog Box
            • Equipment Tab of Project Review Form
          • Calendar Dialog Box of the Schedule Tab
          • Dependencies Dialog Box
          • Edit Dependencies Dialog Box
          • ETC and JTD Date Basis Dialog Box
          • Accordion Calendar Format Dialog Box
          • Default WBS Mapping Dialog Box
          • JTD Charging Dialog Box
          • Shift Planned Assignments Dialog Box
          • Plan Retrieval Mode Dialog Box
          • Employees With JTD Who Are Missing From Plan Dialog Box
        • Examples
          • Example - Assign a Named Resource in Place of a Generic Resource
          • Example - Assign Multiple Generic Resources
          • Example - Create Multiple Projects Based on a Plan
          • Example - Enter Task Dates
          • Example - Project Management Processes
          • Example - Resource Utilization Search
          • Examples of Creating a WBS
      • Resource Management Overview
        • How Resource Management Calculates Hours and Days
        • Resource Utilization
        • Generic Assignments
        • Procedures
          • Conduct a Resource Utilization Search
          • Conduct a Generic Resource Search
          • Assign a Named Resource
          • Conduct a Standard Search in Resource Management
          • Conduct an Advanced Search in Resource Management
          • Conduct a SQL WHERE Clause Search
          • Save a Search
          • Use a Saved Search
        • Screens
          • Resource Utilization Form
            • Screen Tips for Resource Management Grids
            • Display the Resource Utilization Form
            • Toolbar of Resource Management
            • Show Tab of Resource Utilization
            • Legend Tab of Resource Utilization
            • Search Tab of Resource Utilization
            • Search Results Grid of Resource Utilization
          • Generic Resource Assignments Form
            • Screen Tips for Resource Management Grids
            • Display the Generic Resource Assignments Form
            • Toolbar of Resource Management
            • Show Tab of Generic Resource Assignments Form
            • Search Tab of Generic Resource Assignments Form
            • Legend Tab of Generic Resource Assignments Form
            • Generic Resource Assignments Search Results Grid
          • Resource Search Dialog Box
        • Examples
          • Example - Resource Utilization Search
          • Example - Assign a Named Resource in Place of a Generic Resource
      • Budget Calculator Overview
        • Procedures
          • Estimate Hours or Compensation with the Budget Calculator
        • Screens
          • Budget Calculator Form
      • Spread Variance Overview
        • Procedures
          • Run the Variance
          • Schedule a Variance Run
        • Screens
          • Spread Variance Form
      • Planning Reports Overview
        • Project Planning Visualization
      • iAccess for Vision Integration Overview
        • Alerts and iAccess for Vision Integration
        • Procedures
          • Change an iAccess for Vision Plan to a Vision Plan
        • Screens
          • iAccess for Vision Plan Status Dialog Box
      • Planning Troubleshooting
    • Billing Overview
      • Checklist: Processing Bills Monthly
      • Relationship to Other Vision Applications
      • Security Settings for Billing
      • Checklist: Setting Up Billing
        • Company-wide Billing Settings
        • Where Default Billing Terms are Used
      • Pre-Invoices Overview
        • How to...
          • Enable or Disable Pre-Invoice Processing for a Project
          • Create an Invoice Template for Pre-Invoices
          • Create a Pre-Invoice
          • Cancel a Pre-Invoice
        • Learn More About...
          • Pre-Invoices Setup and Configuration
          • Pre-Invoices Workflow
          • Creating Pre-Invoices
          • Canceling Pre-Invoices
          • Taxes and Pre-Invoices
          • Regular Invoices for Projects with Pre-Invoices
          • Paid Pre-Invoices Applied to a Regular Invoice
          • When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
          • General Ledger Entries for a Regular Invoice with Pre-Invoices
          • Voided Regular Invoices and Pre-Invoices
      • Billing Lists Overview
        • How to...
          • Print a Billing List
          • Download a Billing List
          • Email a Billing List
        • Learn More About...
          • Billing List Types
      • Billing Groups Overview
        • How to...
          • Add a Billing Group
          • Modify a Billing Group
          • Add a Project to a Billing Group
          • Delete a Project from a Billing Group
          • Delete a Billing Group
        • Fields and Options
          • Billing Groups Form
            • Display the Billing Groups Form
            • Toolbar of the Billing Groups Form
            • Contents of the Billing Groups Form
        • Learn More About...
          • Record-level Security for Billing Groups
      • Billing Tables Overview
        • Effective Dates for Billing Rate Tables
        • How to...
          • Add a New Billing Table
          • Copy an Existing Billing Table
          • Delete a Billing Table
        • Labor Billing Tables Overview
          • Labor Rate Tables Overview
            • How to...
              • Add a Labor Rate Table
              • Copy an Existing Labor Rate Table
              • Modify a Labor Rate Table
              • Add an Employee to a Labor Rate Table
              • Copy an Employee's Information in a Labor Rate Table
              • Delete an Employee from a Labor Rate Table
              • Delete a Labor Rate Table
            • Fields and Options
              • Billing Labor Rate Tables Form
                • Display the Billing Labor Rate Tables Form
                • Toolbar of the Billing Labor Rate Tables Form
                • Contents of the Billing Labor Rate Tables Form
          • Labor Category Tables Overview
            • How to...
              • General Steps to Use Labor Categories for Billing
              • Add a Labor Category Table
              • Copy an Existing Labor Category Table
              • Modify a Labor Category Table
              • Add a Labor Category to a Labor Category Table
              • Copy a Labor Category in a Labor Category Table
              • Override Employee Info Center Labor Categories
              • Delete a Labor Category Table
            • Fields and Options
              • Billing Labor Category Tables Form
          • Labor Code Tables Overview
            • How to...
              • Add a Labor Code Table
              • Copy an Existing Labor Code Table
              • Modify a Labor Code Table
              • Add a Labor Code to a Labor Code Table
              • Copy a Labor Code in a Labor Code Table
              • Delete a Labor Code Table
            • Fields and Options
              • Billing Labor Code Tables Form
          • Labor Override Tables Overview
            • How to...
              • Add a Labor Override Table
              • Copy an Existing Labor Override Table
              • Modify a Labor Override Table
              • Add an Employee to a Labor Override Table
              • Copy an Employees Information in a Labor Override Table
              • Delete an Employee from a Labor Override Table
              • Add a Category to the Max Cost By Category Tab
              • Copy a Category's Information on the Max Cost By Category Tab
              • Delete a Category from the Max Cost by Category Tab
              • Override Employee Info Center Labor Categories
              • Delete a Labor Override Table
            • Fields and Options
              • Billing Labor Override Tables Form
                • Display the Billing Labor Override Tables Form
                • Toolbar of the Billing Labor Override Tables Form
                • General Employee Override Tab of the Billing Labor Override Tables Form
                • Max Cost By Category Override Tab of the Billing Labor Override Tables Form
          • Learn More About...
            • Labor Billing Table Types
            • How Vision Determines Labor Billing Rates
            • How Vision Determines Override Rates
            • Labor Multipliers
            • Standardizing Labor Category Tables
            • How Vision Determines Which Category Table to Use for Billing
            • Wildcards and Labor Codes
        • Expense Billing Tables Overview
          • Expense Billing Table Types
          • How Vision Determines Expense Billing Rates
          • Expense Account Tables Overview
            • Procedures
              • Set Up the Global Table of Accounts
              • Add an Expense Account Table
              • Copy an Existing Expense Account Table
              • Modify an Expense Account Table
              • Delete an Expense Account Table
              • Add an Account to an Expense Account Table
              • Delete an Account from an Expense Account Table
            • Screens
              • Expense Account Tables Form
          • Expense Category Tables Overview
            • Procedures
              • Add an Expense Category Table
              • Copy an Existing Expense Category Table
              • Modify an Expense Category Table
              • Delete an Expense Category Table
            • Screens
              • Expense Category Tables Form
          • Expenses by Vendor Tables Overview
            • Procedures
              • Add an Expenses by Vendor Table
              • Copy an Existing Expenses by Vendor Table
              • Modify an Expenses by Vendor Table
              • Delete an Expenses by Vendor Table
            • Screens
              • Expenses by Vendor Table Form
      • Billing Terms Overview
        • Default Billing Terms
        • Default Project Reporting Billing Terms
        • How Vision Determines Which Billing Terms to Use
        • Methods for Calculating Billing Amounts
        • Billing Term Changes and the Invoice Approval Process
        • Procedures for all Billing Terms
          • Use Billing Terms to Generate Project Reports Without Generating Invoices
          • Use Billing Terms to Generate Unbilled Reports Without Generating Invoices
          • Review Projects with Missing Billing Terms
          • Review Project Billing Terms
          • Select a Project in Billing Terms
          • Enter Project-Level Billing Terms
          • Enter Project-Level Billing Terms Only for a Project with Phases or Tasks
          • Enter Phase Billing Terms
          • Enter Task Billing Terms
          • Modify Billing Terms
          • Delete Billing Terms
        • General Billing Terms
          • Printing Outstanding Accounts Receivable on Invoices
          • Printing Billed-to-Date Amounts on Invoices
          • Procedures
            • Specify the Client Address for Invoices and Contact for the AR Aged Report
        • Labor Billing Terms
          • Labor Methods Overview
            • Labor Multipliers
            • Rate Times Multiplier Method
            • By Category Method (Labor)
            • Rate Table Method
            • By Labor Code Method
            • Procedure
              • Display Three Billing Rate Multipliers on an Invoice
          • Overtime Method Overview
            • Procedure
              • Add Overtime Billing Terms for a Project
            • Examples
              • Example of Billing Overtime Using the Employee's Overtime Percent and the Rate Table Method
              • Example of Billing Overtime Using the Employee's Overtime Percent and the Rate Times Multiplier Method
              • Example of Billing Overtime Using the Project's Overtime Multiplier and the Rate Table Method
              • Example of Billing Overtime Using the Project's Overtime Multiplier and the Rate Times Multiplier Method
              • Example of Billing the Overtime Premium as a Cost
        • Expense Billing Terms
          • Expense Methods Overview
          • By Account Method
          • By Category Method (Expenses)
          • By Vendor Method
        • Unit Billing Terms
        • Fee Billing Terms
          • Billing Phases
          • Fee Methods
          • Procedures
            • Enter Prior Fee Billing-to-Date Amounts
            • View the Project's Fee
            • Enable Invoice Posting by Billing Phase
            • Bill Fee-Based Contracts by Billing Phase
        • Scheduled Billing
          • Procedures
            • Enable Scheduled Billing
            • Bill Fee-Based Contracts Using a Billing Schedule
        • Add-on Fee Billing Terms
          • Procedures
            • Enter Add-on Fee Billing Terms for a Project
        • Phase or Task (Sub-Level) Billing Terms
          • Phase or Task Rollup Grouping on Invoices
          • How Vision Determines the Phase Terms to Use When Rolling Up Phase Detail on the Invoice
          • How Vision Determines the Task Terms to Use When Rolling Up Task Detail on the Invoice
        • Miscellaneous Billing Terms
          • Billing (Upset) Limit Methods
          • Billing (Upset) Limit Examples
        • AR and BTD Billing Terms
        • Billing Backup Report and Billing Terms
          • Procedure
            • Include the Billing Backup Report with an Invoice
        • Pre-Invoices Overview
          • Pre-Invoices Setup and Configuration
          • General Ledger Entries for a Regular Invoice with Pre-Invoices
          • Procedures
            • Enable or Disable Pre-Invoice Processing for a Project
        • Screens
          • Billing Terms Form
            • Display the Billing Terms Form
            • Toolbar of Billing Terms
            • General Tab of Billing Terms
            • Labor Tab of Billing Terms
            • Exp/Con/Unit Tab of Billing Terms
            • Fees Tab of Billing Terms
            • Add-ons Tab of Billing Terms
            • Phase Sub-Level Terms Tab of Billing Terms
            • Task Sub-Level Terms Tab of Billing Terms
            • Misc Tab of Billing Terms
            • AR & BTD Tab of Billing Terms
            • Billing Backup Tab of Billing Terms
            • Pre-Invoice Tab of Billing Terms
          • Create New Dialog Box for Scheduled Billing
          • Fee Display Dialog Box
          • Copy Billing Terms Dialog Box
          • Billing Phase Grouping Dialog Box
      • Retainage Overview
        • Checklist: Setting Up Retainage
        • Effects of Enabling Retainage
        • Setting up Retainage Accounts
        • How Retainage is Calculated on Invoices
        • Displaying Retainage on Reports
        • Procedures
          • Enable the Retainage Feature
          • Set Up Multiple Retainage Accounts
          • Set Up One Retainage Account
          • Map Your Retainage Accounts
          • Release Retainage for Billing
          • Release a Portion of Retainage for Billing
          • Print the Retainage Invoice Report
        • Examples
          • Examples of How Retainage is Calculated Over the Life of a Project
          • Examples of Mapped Retainage Accounts
      • Retainers
        • Procedures
          • Enable and Configure the Retainer Feature
          • Enter a Client's Retainer Payment in Cash Receipts Transaction Entry
          • Apply a Client's Retainer Toward an Invoice
      • Bill Processing Overview
        • Billing Invoices
        • Displaying Leading Zeros in Invoice Numbers
        • Billing Backup Report and Billing Terms
        • The Billing Backup Report and the Invoice Review Process
        • Billing Session Options
          • Procedure
            • Specify the Client Address for Invoices and Contact for the AR Aged Report
          • Screens
            • Billing Session Options Dialog Box
        • Pre-Invoices Overview
          • Pre-Invoices Setup and Configuration
          • Pre-Invoices Workflow
          • Creating Pre-Invoices
          • Canceling Pre-Invoices
          • Taxes and Pre-Invoices
          • Regular Invoices for Projects with Pre-Invoices
          • Paid Pre-Invoices Applied to a Regular Invoice
          • When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
          • General Ledger Entries for a Regular Invoice with Pre-Invoices
          • Voided Regular Invoices and Pre-Invoices
          • Procedures
            • Enable or Disable Pre-Invoice Processing for a Project
            • Create a Pre-Invoice
            • Cancel a Pre-Invoice
        • Interactive Billing Overview
          • Checklist: Processing Bills in Interactive Billing
          • Internal Notes for a Project
          • WBS Icons in Interactive Billing
          • Interactive Billing Expenses and Supporting Documents
          • Printing a Supporting Document with an Invoice
          • Sorting the Supporting Documents
          • Transaction Options Overview
            • Viewing Billing Transactions
            • Making Transactions Billable
            • Placing Transactions on Hold
            • Writing Off Transactions
            • Deleting Billing Transactions
            • Inserting Billing Transactions
            • Modifying Billing Transactions
            • Transferring Billing Transactions
            • Procedures
              • Select a Transaction or a Group of Transactions
              • View a Transaction
              • Make a Transaction Billable
              • Place a Transaction on Hold
              • Write Off a Transaction
              • Delete a Transaction from the Set of Billable Transactions
              • Insert a Transaction
              • Modify a Billing Transaction
              • Transfer Transaction Detail Between Projects
              • Transfer Amounts but Not Units for Expenses in Interactive Billing
              • Bill Units on an Invoice
              • Reclassify Transaction Detail Within a Project
              • View Summary Totals for Transactions
              • Print a Transfer Posting Log
            • Procedures for Supporting Documents
              • Upload a Document on the Supporting Document Dialog Box
              • View Supporting Documents
              • Attach a Document to an Expense in Interactive Billing
              • Automatically Associate a Document with New Transaction Lines
              • Remove a Document’s Association from a Transaction
              • Remove a Document’s Automatic Association with New Transaction Lines
              • Delete a Document on the Supporting Documents Dialog Box in Interactive Billing
          • Viewing, Emailing, and Printing Invoices in Interactive Billing
            • Reviewing Time Billed on Prior Invoices
            • Procedures
              • Select Printer Settings for the Current Session
              • Email Invoices to Project Stakeholders (Interactive Billing)
              • Print or Preview a Draft Invoice Before You Accept It
              • Preview an Invoice
              • View Supporting Documents on the Supporting Document Dialog Box
              • View Prior Invoices
          • Assigning the Next Invoice Number
            • Procedures
              • Assign the Next Invoice Number
          • Accepting Final Invoices
            • Procedures
              • Review Billing Terms for the Current Billing Session
              • Include the Billing Backup Report with an Invoice
              • Update Fees for a Project on a Billing Form
              • Review Retainage for the Current Billing Session
              • Insert an Invoice Transaction
              • Accept the Final Invoice in Interactive Billing
              • Accept an Invoice on the Supporting Document Dialog Box
          • Printing Final Invoices
            • Procedures
              • Print an Invoice
              • Reprint a Final Invoice
          • Editing Invoices Outside of Vision
            • Procedures
              • Save an Invoice to Edit in a Third Party Application
              • Upload an Edited Invoice
              • Delete an Invoice Edited in a Third Party Application
          • Voiding Final Invoices
            • Procedures
              • Void an Invoice and Update the General Ledger
              • Void an Invoice but Do Not Update the General Ledger
          • Deleting Final Invoices
            • Procedures
              • Delete a Final Invoice or a Credit Memo
          • Credit Memos Overview
            • Credit Memo Contents
            • Procedures
              • Create a Credit Memo
              • Void a Credit Memo
              • Delete a Final Invoice or a Credit Memo
          • Screens
            • Interactive Billing Form
              • Interactive Billing Form
                • Display the Interactive Billing Form
                • Toolbar of Interactive Billing
                • General Tab of Interactive Billing
                • Labor Tab of Interactive Billing
                • Expenses Tab of Interactive Billing
                • Units Tab of Interactive Billing
            • Interactive Billing Dialog Boxes
              • Billing Session Options Dialog Box
              • Billing Session Printer Dialog Box
              • Billing Terms Fees Tab Dialog Box
              • Bill Retainage Dialog Box
              • Assign Invoice Dialog Box
              • Fee Display Dialog Box
              • Invoice File Selection Dialog Box
              • Invoice Accept Dialog Box
              • Invoices on File Dialog Box
              • Invoice Credit Dialog Box
              • Supporting Document Dialog Box in Interactive Billing
            • Billing Labor Dialog Boxes
              • Billing Labor Delete Dialog Box
              • Billing Labor Hold Dialog Box
              • Billing Labor Insert Dialog Box
              • Billing Labor Modify Dialog Box
              • Billing Labor Release Dialog Box
              • Billing Labor Summary Dialog Box
              • Billing Labor Transfer Dialog Box
              • Billing Labor View Dialog Box
              • Billing Labor Write-off Dialog Box
            • Billing Expense Dialog Boxes
              • Billing Expense Delete Dialog Box
              • Billing Expense Hold Dialog Box
              • Billing Expense Insert Dialog Box
              • Billing Expense Modify Dialog Box
              • Billing Expense Release Dialog Box
              • Billing Expense Summary Dialog Box
              • Billing Expense Transfer Dialog Box
              • Billing Expense View Dialog Box
              • Billing Expense Write-off Dialog Box
            • Billing Unit Dialog Boxes
              • Billing Unit Delete Dialog Box
              • Billing Unit Hold Dialog Box
              • Billing Unit Insert Dialog Box
              • Billing Unit Modify Dialog Box
              • Billing Unit Release Dialog Box
              • Billing Unit Summary Dialog Box
              • Billing Unit Transfer Dialog Box
              • Billing Unit View Dialog Box
              • Billing Unit Write-off Dialog Box
            • Billing Comments Dialog Box
        • Invoice Approval Overview
          • Security Roles and Invoice Approvals
          • Billing Term Changes and the Invoice Approval Process
          • Editing an Invoice in the Approval Process
          • Invoice Approvals and Batch Billing
          • Procedures
            • View Invoice Approval Status in Interactive Billing
            • Submit an Invoice for Approval from Interactive Billing
            • Submit Draft Invoices for Approval in Batch Billing
            • Approve or Reject Invoices on the Invoice Approvals Form
            • Approve or Reject Invoices on the Interactive Approvals Form
            • Unsubmit an Invoice
            • Transfer Transaction Detail Between Projects for Interactive Approvals
          • Screens
            • Invoice Approvals Form
            • Interactive Approvals Form
              • Display the Interactive Approvals Form
              • Toolbar of Interactive Approvals
              • General Tab of Interactive Approvals
              • Labor Tab of Interactive Approvals
              • Expenses Tab of Interactive Approvals
              • Units Tab of Interactive Approvals
            • Interactive Approvals Labor Transfer Dialog Box
            • Billing Comments Dialog Box
        • Batch Billing Overview
          • Checklist: Processing Invoices in Batch Billing
          • Settings and Terms that Affect Batch Billing
          • Including the Batch Invoice List
          • Batch Billing and the Process Server
          • Invoice Approvals and Batch Billing
          • Preparing Batch Billing to Process Invoices
            • Procedures
              • Select Projects for Batch Billing
              • Set the Invoice Sorting Order
              • Update Fees for a Project on a Billing Form
              • Save a Set of Batch Billing Options
              • Restore Default Batch Billing Options
          • Processing Batch Invoices
            • Procedures
              • Process Invoices Without Printing
              • Generate a Single Report that Includes all Invoices in Draft Runs
              • Process Draft Invoices
              • Include the Billing Backup Report with an Invoice
              • Process Final Invoices From Batch Billing
              • Schedule Batch Billing Runs
              • Stop a Submitted Batch Billing Run
              • Unsubmit Invoices (Batch Billing)
          • Printing Invoices or Invoice Reports (Batch Billing)
            • Procedures
              • Select Printer Settings for the Current Session
              • Print Invoices or Invoice Reports Automatically (Batch Billing)
              • Email Invoices to Project Stakeholders (Batch Billing)
              • Generate Invoices but Print Them at a Later Time (Batch Billing)
              • Generate a Single Report that Includes all Invoices in Draft Runs
          • Invoice Approvals and Batch Billing
            • Checklist: Processing Invoices that Require Approval (Batch Billing)
            • Procedures
              • Print Draft Invoices in Batch Billing Before You Submit Them for Approval
              • Submit Draft Invoices for Approval in Batch Billing
              • Final Accept Approved Invoices in Batch Billing
          • Pre-Invoices Overview
            • Creating Pre-Invoices
            • Canceling Pre-Invoices
            • Regular Invoices for Projects with Pre-Invoices
            • Procedures
              • Enable or Disable Pre-Invoice Processing for a Project
              • Create a Pre-Invoice
              • Cancel a Pre-Invoice
          • Screens
            • Batch Billing Form
              • Display the Batch Billing Form
              • Toolbar of Batch Billing
              • Main Tab of the Batch Billing Form
              • Previously Run Batches Tab of Batch Billing
            • Billing Session Options Dialog Box
            • Invoice File Selection Dialog Box
            • Invoices on File Dialog Box
            • Billing Terms Fees Tab Dialog Box
            • Billing Comments Dialog Box
            • Unsubmit Invoice Dialog Box
        • Writing Off Bad Debt
          • Procedures
            • Write Off Bad Debt Using a Negative Invoice
            • Write Off Bad Debt Using Cash Receipts and a Bad Debt Direct Expense Account
            • Write Off Bad Debt Using Cash Receipts and an Indirect Expense Account
            • Write Off Bad Debt by Making an Allowance for a Bad Debt Account
        • Updating Billed-to-Date Amounts
          • Procedures
            • Update Previous Fee Billings in Billing Terms
            • Update Billed-to-Date Amounts in Billing Terms and on the Office Earnings Report
            • Update Billed-to-Date Amounts in Billing Terms Only
            • Change the Previous Fee Billed on an Invoice
        • Sample Billing Scenarios
          • Posting to Below the Line Accounts
          • Bill Consultant Expense as Labor
          • Release Retainage for Billing
          • Release a Portion of Retainage for Billing
          • Bill Units on an Invoice
          • Reduce Mileage Billing To Be Less than Cost When Mileage is Entered as an Expense
          • Reduce Mileage To Be Less than Cost When Mileage is Billed as a Unit
        • Overpayment Examples
          • Overpayment Examples
      • Refresh Billing Extensions Overview
        • Procedures
          • Select Projects for Billing Extension Refresh
          • Refresh Billing Extensions Immediately
          • Schedule Refresh Billing Extension Runs
          • Add a Missing Billing Category to Fix a Zero Billing Extension
          • Save Refresh Billing Extension Options
        • Screens
          • Refresh Billing Extensions Form
      • Invoice Template Editor Overview
        • Invoice Templates for Pre-Invoices
        • Example - Customize an Invoice Template
        • Procedures
          • Create a New Invoice Template
          • Edit an Invoice Template
          • Copy an Invoice Template
          • Preview an Invoice Template
          • Change the Invoice Template for a Single Project
          • Assign an Invoice Template to Multiple Projects
          • Upload Custom Images for Invoice Templates
          • Use Custom Images on Invoices
          • Delete an Invoice Template
          • Create an Invoice Template for Pre-Invoices
          • Add Project Info Center Fields and User-Defined Fields to an Invoice Template
        • Screens
          • Invoice Template Editor Form
            • Display the Invoice Template Editor Form
            • Toolbar of Invoice Template Editor
            • General Tab of Invoice Template Editor
            • Images Tab of Invoice Template Editor
            • Project Info Tab of Invoice Template Editor
            • Sections Tab of Invoice Template Editor
            • Totals Tab of Invoice Template Editor
            • Signature Tab of Invoice Template Editor
            • Invoice Selection Tab of Invoice Template Editor
            • Misc Tab of Invoice Template Editor
      • Updating Billing Status for Multiple Transactions
        • Screens
          • Update Billing Status Form
          • Billing Comments Dialog Box
      • Employee Realization in Billing Overview
        • Employee Realization in Interactive Billing and Batch Billing
        • Procedures
          • Allocate Employee Realization in Billing > Employee Realization
        • Screens
          • Employee Realization Allocation Form in Employee Realization
          • Employee Realization Allocation Dialog Box
      • Billing Reports
    • Transaction Center Overview
      • Checklist: Entering and Posting Transactions
      • Transaction Types and Automatic Postings
      • Setting Up Recurring Transactions
      • Automatic Numbering for Transactions
      • Transaction Date Validation
      • Approval Process for the Transaction Center
      • Security and Vision Transactions
      • Transactions and Employee Multicompany
      • Transaction Entry Overview
        • Process Overview for Transaction Entry
        • Originating Vendors
        • Transaction Entry Form
          • Display the Transaction Entry Form
          • Toolbar of the Transaction Entry Form
          • Transactions Tab of Transaction Entry
        • AP Disbursements
          • AP Disbursements Paid by Credit Card
          • AP Disbursements and Supporting Documents
          • Procedures for AP Disbursements
            • Add a New AP Disbursement File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Procedures for Supporting Documents and AP Disbursements
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to an AP Disbursement Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Automatically Associate a Document with All AP Disbursement Transactions
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Remove a Document’s Association from all AP Disbursement Transactions
            • Delete a Document from all Transaction Lines
          • Screens
            • AP Disbursements Form
              • Display the AP Disbursements Form
              • Toolbar of the AP Disbursements Form
              • Contents of the AP Disbursements Form
            • New File Dialog Box
            • Tax Codes Dialog Box
            • Currency Override Dialog Box
            • Supporting Document Dialog Box
            • Control Totals Dialog Box
        • AP Vouchers
          • AP Vouchers and Supporting Documents
          • Creating Asset Items from AP Vouchers
          • Associating an AP Voucher Line Item with an Existing Asset Item
          • Undoing an AP Voucher Posting that Has Asset Items
          • Procedures for AP Vouchers
            • Add a New Accounts Payable Voucher
            • Copy an AP Voucher Line Item
            • Reverse an AP Voucher Line Item
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Create an Asset Item from an AP Voucher Line Item
            • Associate an AP Voucher Line Item with an Existing Asset Item
            • Post a Transaction File
            • Delete a Transaction File
          • Procedures for Supporting Documents and AP Vouchers
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to an AP Voucher Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Automatically Associate a Document with All AP Voucher Transactions
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Remove a Document’s Association from all AP Voucher Transactions
            • Delete a Document from all Transaction Lines
          • Screens
            • AP Vouchers Form
              • Display the AP Vouchers Form
              • Toolbar of the AP Vouchers Form
              • Contents of the AP Vouchers Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Supporting Document Dialog Box
            • Tax Codes Dialog Box
            • Currency Override Dialog Box
        • Cash Disbursements
          • Procedures
            • Add a New Cash Disbursement File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Cash Disbursements Form
              • Display the Cash Disbursements Form
              • Toolbar of the Cash Disbursements Form
              • Contents of the Cash Disbursements Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Tax Codes Dialog Box
            • Currency Override Dialog Box
        • Cash Receipts
          • Cash Receipts for Pre-Invoices
          • Procedures
            • Add a New Cash Receipt File
            • Modify a Transaction File
            • Apply a Cash Receipt to a Pre-Invoice
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Cash Receipts Form
              • Display the Cash Receipts Form
              • Toolbar of the Cash Receipts Form
              • Contents of the Cash Receipts Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
        • Employee Expenses
          • Line Item Approvals for Expense Reports and Timesheets
          • Procedures
            • Add a New Employee Expense File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Employee Expenses Form
              • Display the Employee Expenses Form
              • Toolbar of the Employee Expenses Form
              • Contents of the Employee Expenses Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Tax Codes Dialog Box
            • Currency Override Dialog Box
        • Employee Repayments
          • Procedures
            • Add a New Employee Repayment File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Employee Repayments Form
              • Display the Employee Repayments Form
              • Toolbar of the Employee Repayments Form
              • Contents of the Employee Repayments Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
        • Invoices
          • Procedures
            • Add a New Invoice File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Invoices Form
              • Display the Invoices Form
              • Toolbar of the Invoices Form
              • Contents of the Invoices Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
        • Journal Entries
          • Procedures
            • Add a New Journal Entry File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Journal Entries Form
              • Display the Journal Entries Form
              • Toolbar of the Journal Entries Form
              • Contents of the Journal Entries Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Tax Codes Dialog Box
            • Currency Override Dialog Box
            • Custom Frequency Dialog Box
        • Labor Adjustments
          • Labor Adjustments and Employee Realization
          • Procedures
            • Add a New Labor Adjustment File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Labor Adjustments Form
              • Display the Labor Adjustments Form
              • Toolbar of the Labor Adjustments Form
              • Contents of the Labor Adjustments Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
        • Miscellaneous Expenses
          • Procedures
            • Add a New Miscellaneous Expense File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Miscellaneous Expenses Form
              • Display the Miscellaneous Expenses Form
              • Toolbar of the Miscellaneous Expenses Form
              • Contents of the Miscellaneous Expenses Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
        • Prints and Reproductions
          • Procedures
            • Add a New Prints and Reproductions File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Prints and Reproductions Form
              • Display the Prints and Reproductions Form
              • Toolbar of the Prints and Reproduction Form
              • Contents of the Prints and Reproductions Form
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
        • Timesheets
          • Line Item Approvals for Expense Reports and Timesheets
          • Procedures
            • Add a New Timesheet Entry File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
          • Screens
            • Timesheets Form (Transaction Entry)
              • Display the Timesheets Form
              • Toolbar of the Timesheets Form (Transaction Entry)
              • Contents of the Timesheets Form (Transaction Entry)
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
        • Units
          • Procedures
            • Add a New Unit File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to a Units Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Associate a Document with All Existing Transaction Lines
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Delete a Document from all Transaction Lines
          • Screens
            • Units Form
              • Display the Units Form
              • Toolbar of the Units Form
              • Contents of the Units Form
            • Supporting Document Dialog Box for Units
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
          • Remove a Document’s Association from all Units Transaction Lines
        • Units by Project
          • Procedures
            • Add a New Units by Project File
            • Modify a Transaction File
            • Override the Exchange Rate for a Full Transaction
            • Override the Exchange Rate for a Single Line Item
            • Delete a Transaction File
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to a Units by Project Transaction Line
            • Automatically Associate a Document with New Transaction Lines
            • Associate a Document with All Existing Transaction Lines
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Association from all Units by Project Transaction Lines
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Delete a Document from all Transaction Lines
          • Delete a Document from all Transaction Lines
          • Screens
            • Units by Project Form
              • Display the Units by Project Form
              • Toolbar of the Units by Project Form
              • Contents of the Units by Project Form
            • Supporting Document Dialog Box for Units by Project
            • New File Dialog Box
            • Control Totals Dialog Box
            • Currency Override Dialog Box
      • Transaction Lists Overview
        • Line Item Approvals for Expense Reports and Timesheets
        • Credit Card Information on Transaction List Reports
        • Procedures
          • Print or Preview a Transaction List
          • Review or Print a Transaction List for Expense Reports from Time & Expense
          • Review or Print a Transaction List for Timesheets from Time & Expense
          • Set Reporting Options for a Transaction List
        • Screens
          • Transaction Lists Form
            • Display the Transaction Lists Form
            • Transactions Tab of the Transaction Lists Form
            • Timesheets Tab of the Transaction Lists Form
            • Expense Reports Tab of the Transaction Lists Form
      • Transaction Posting Overview
        • Correcting Posted Transactions
        • Procedures
          • Post a Transaction File
          • Post or Modify a Recurring Transaction in a Future Period
          • Post Time & Expense Expense Reports in Transaction Posting
          • Post Time & Expense Timesheets in Transaction Posting
        • Screens
          • Transaction Posting Form
            • Display the Transaction Posting Form
            • Toolbar of the Transaction Posting Form
            • Transactions Tab of the Transaction Posting Form
            • Timesheets Tab of the Transaction Posting Form
            • Expense Reports Tab of the Transaction Posting Form
      • Posting Logs Overview
        • Posting Logs Created Outside the Transaction Center
        • Credit Card Information on Transaction Posting Log Reports
        • Procedures
          • Print or Preview a Posting Log
          • Set Reporting Options for a Posting Log
      • Posting Review Report
    • Accounting Overview
      • Accounts Payable Overview
        • Accounts Payable and Configuration
        • Accounts Payable and Multicompany
        • Accounts Payable and Multicurrency
        • Vendor Review
          • Payment Terms and Accounts Payable
          • Procedures
            • Review and Modify Vouchers
            • Display Supporting Documents from Vendor Review
          • Screens
            • Vendor Review Form
              • Display the Vendor Review Form
              • Vouchers Tab of the Vendor Review Form
              • Purchase Orders Tab of the Vendor Review Form
              • Tax Analysis Tab of the Vendor Review Form
            • Vendor Options Dialog Box
            • Voucher Details Dialog Box
            • Payments Dialog Box
            • Payment Summary Dialog Box
            • Payment Detail Dialog Box
            • Supporting Document Dialog Box for Vendor Review
            • AP Invoice Approvals Form
              • Display the AP Invoice Approvals Form from Vendor Review
              • Toolbar of the AP Invoice Approvals Form
              • General Tab of the AP Invoice Approvals Form
              • Notes Tab of the AP Invoice Approvals Form
              • Progress Tab of the AP Invoice Approvals Form
        • Payment Processing
          • Checklist: Processing AP Checks and EFT Payments
          • EFT Processing for Accounts Payable
          • EFT Options in AP Payment Processing
          • Pay When Paid Voucher Processing
          • Effect of Posting Accounts Payable Payments
          • Assigning Check Numbers
          • Procedures - Payment Processing
            • Create an AP Posting Run
            • Open an Existing AP Posting Run
            • Delete an AP Posting Run
            • Process Automatic Payments
            • Process Manual Select Payments
            • Run Multiple Payment Processing Sessions
            • Process Payments in a Prior Period
            • Pay a Voucher in Full
            • Make a Partial Payment on a Voucher
            • Review Vendor Balances and Payments
            • Display Cash Requirements
            • Sort AP Payments
            • Perform Initial Test Direct Deposit
            • Void a Check or Electronic Funds Transfer Payment
            • Delete a Payment Processing Run
          • Procedures - Check Processing
            • Preview Checks On Your Screen
            • Print AP Checks
            • Assign Check Numbers for Remaining Checks
            • Assign a Check Number to a Single Check
            • Print the Remittance Advice Report
            • Print a File Copy of Checks
            • Post Payments
            • Print the AP Payment Processing Posting Log
            • Void a Check or Electronic Funds Transfer Payment
          • Screens
            • AP Payment Processing Form
              • Display the AP Payment Processing Form
              • Toolbar of the AP Payment Processing Form
              • General Tab of AP Payment Processing Form
              • Vendor Review Tab of the AP Payment Processing Form
            • Payment Printing and Numbering Form
              • Display the Payment Printing and Numbering Form (AP)
              • Toolbar of the Payment Printing and Numbering Form (AP)
              • Contents of the Payment Printing and Numbering Form (AP)
            • AP Electronic Funds Transfer (EFT) Form
              • Display the AP Electronic Funds Transfer (EFT) Form
              • Toolbar of the AP Electronic Funds Transfer (EFT) Form
              • Contents of the AP Electronic Funds Transfer (EFT) Form
            • Select Posting Runs Dialog Box
            • Assign Payment Numbers Dialog Box
            • Cash Requirements Dialog Box
              • Display the Cash Requirements Dialog Box
              • By Bank Tab of Cash Requirements Dialog Box
              • By Vendor Tab of Cash Requirements Dialog Box
            • Partial Payments Dialog Box
            • Print Payments Dialog Box
            • AP Payment Margins Dialog Box
            • Vendor Balances Dialog Box
            • Vendor Bank Information Dialog Box
            • Currency Override Dialog Box
            • Download Payments to Text File Dialog Box
            • Override Fee Debit Dialog Box
            • Email Remittance Dialog Box for AP Payment Processing
        • Export to Text Processing for Accounts Payable
          • Procedures
            • Export Accounts Payable Payments to a Text File
            • Export Accounts Payable Payments to a SEPA .XML File
        • Creating Vouchers from Purchase Orders
          • Matching Methods for AP Vouchers Created from Purchase Orders
          • Creating Vouchers from POs and Multiple Runs
          • Procedures
            • Create a Voucher from a Purchase Order
          • Screens
            • Create Voucher from Purchase Orders Form
              • Display the Create Voucher from Purchase Orders Form
              • Toolbar of the Create Voucher from Purchase Orders Form
              • General Tab of the Create Voucher from Purchase Orders Form
              • Vendor Review Tab of the Create Voucher from Purchase Orders Form
            • Select Posting Run for Vouchered PO Dialog Box
            • Voucher Review Dialog Box
            • Currency Override Dialog Box
            • Cost Distributions Dialog Box
        • Form 1099 Processing
          • 1099 Form Contents
          • Required Vendor Information
          • Checklist: Producing 1099s
          • Form 1099 Verification Report
          • Procedures
            • Enter State IDs
            • Generate the Work File
            • Edit the Work File
            • Verify 1099 Payments
            • Print or Preview 1099s
            • Transfer 1099 Information to Electronic Filing
          • Screens
            • Form 1099 Processing Form
              • Display the Form 1099 Processing Form
              • Toolbar of the Form 1099 Processing Form
              • Contents of the Form 1099 Processing Form
            • Form 1099 Advanced Printing Options Dialog Box
            • Form 1099 Electronic Filing Dialog Box
            • Form 1099 Verification Dialog Box
        • Vendor (AP) Reports
      • AP Invoice Approvals Overview
        • Alerts for Approval Workflows
        • Error Messages for Approval Workflows
        • Procedures
          • Create an AP Invoice
          • Upload Files for an AP Invoice
          • Modify an AP Invoice
          • Associate Projects with an AP Invoice
          • Import Project Information into an AP Invoice
          • Create a Note for an AP Invoice
          • View AP Invoice Notes
          • Delete an AP Invoice Note
          • Approve an AP Invoice
          • Create an AP Voucher When You Final Approve an AP Invoice
          • Reject an AP Invoice
          • Suspend an AP Invoice
          • Resume an AP Invoice
          • Check the Approval Progress of an AP Invoice
          • Delete an AP Invoice
        • Screens
          • AP Invoice Approvals Form
            • Display the AP Invoice Approvals Form
            • Toolbar of the AP Invoice Approvals Form
            • General Tab of the AP Invoice Approvals Form
            • Notes Tab of the AP Invoice Approvals Form
            • Progress Tab of the AP Invoice Approvals Form
          • Select Purchase Orders Dialog Box
          • Import Dialog Box
          • Approval History Dialog Box for AP Invoice Approvals
          • Create Voucher From Purchase Order Options Dialog Box
          • Create Transaction Center AP Voucher Options Dialog Box
      • Employee Expenses Overview
        • Payment Processing for Employee Advances and Expenses Overview
          • What Vision Does When You Post Employee Expense Payments
          • Sort Options for Checks Generated in the Employee Expense Processing Session
          • Assigning Check Numbers
          • Ledger Report - Unpaid Expense Report
          • Procedures
            • Process Employee Payments
            • Review or Modify Employee Expense Report Information
            • Select Checks to Include in the Employee Expense Processing Session
            • Display Cash Requirements
            • Review Employee Reports
            • Process Checks for Employees with Payments Due
            • Print a File Copy
            • Post Employee Advance and Reimbursement Amounts
            • Export Employee Expense Payments to a .TXT File
            • Export Employee Expense Payments to a SEPA .Xml File
            • Delete Employee Expense Payment Processing Runs
          • Screens
            • Employee Payment Processing Form
              • Display the Employee Payment Processing Form
              • General Tab of the Employee Payment Processing Form
              • Employee Review Tab of the Employee Payment Processing Form
            • Payment Printing and Numbering Form (Employee Expenses)
              • Display the Payment Printing and Numbering Form (Employee Expenses)
              • Toolbar of the Payment Printing and Numbering Form (Employee Expenses)
              • Contents of the Payment Printing and Numbering Form (Employee Expenses)
            • Employee Expense Check Margins Dialog Box
            • Expense Report Detail Dialog Box
            • Cash Requirement Dialog Box
              • Display the Cash Requirement Dialog Box
              • By Employee Tab of the Cash Requirement Dialog Box
              • By Bank Tab of the Cash Requirement Dialog Box
            • Email Remittance Dialog Box for Employee Payment Processing
        • Direct Deposits for Employee Expenses Overview
          • Sort Options for Checks Generated in the Employee Expense Processing Session
          • Direct Deposit Report
          • Procedures
            • Process Direct Deposits
          • Screens
            • Employee Payment Processing Form
              • Display the Employee Payment Processing Form
              • General Tab of the Employee Payment Processing Form
              • Employee Review Tab of the Employee Payment Processing Form
            • Employee Expense Check Margins Dialog Box
      • Voiding Payments
        • Void a Check or Electronic Funds Transfer Payment
        • Void Payment Processing Form
      • Accounts Receivable Overview
        • Configuration and Accounts Receivable
        • How Vision Determines Accounts Receivable Aging
        • Procedures
          • Select Client Records
          • View Invoice Detail
          • Preview an Invoice
          • Define Aging Columns
          • Review AR Comments
          • Add New AR Comments
          • Edit AR Comments
          • Delete AR Comments
        • Screens
          • Invoice Review Form
            • Display the Invoice Review Form
            • Toolbar of the Invoice Review Form
            • Contents Of the Invoice Review Form
          • AR Comments Dialog Box
          • Invoice Details Dialog Box
          • AR Options Dialog Box
      • Budgeting Overview
        • Project Budgeting Overview
          • Configuration and Project Budgeting
          • Procedures
            • Create a Project Budget
            • Copy a Project Budget
            • Modify a Project Budget
            • Pin the Work Breakdown Structure Tree
          • Screens
            • Project Budget Worksheet Form
              • Display the Project Budget Worksheet
              • Toolbar of Project Budget Worksheet
              • Expense Billing Tab of Project Budget Worksheet
              • Labor Billing Tab of Project Budget Worksheet
              • Expense Costs Burden Tab of Project Budget Worksheet
              • Labor Costs/Burden Tab of Project Budget Worksheet
            • Budget Summary Dialog Box
              • Display the Budget Summary Dialog Box
              • Billing Summary Tab of Budget Summary Dialog Box
              • Cost Summary/Burden Summary Tab of Budget Summary Dialog Box
        • General Ledger Budgeting Overview
          • General Ledger Budgeting and the Profit Planning Monitor
          • Accounts That Can Be Budgeted
          • Checklist: Setting Up General Ledger Budgeting
          • Procedures
            • Open a General Ledger Budget
            • Create a New General Ledger Budget
            • Copy a General Ledger Budget
            • Update an Existing General Ledger Budget
            • Add an Account to the General Ledger Budget
            • Import Accounts into a General Ledger Budget
            • Copy Amounts to the Current Budget
            • Adjust Budget Amounts By a Fixed Amount
            • Adjust Budget Amounts by a Percentage
            • Enter a Reference Budget Amount
            • Distribute an Annual Amount Evenly Across Periods
            • Consolidate Multiple Budgets
            • Compound the Annual Budget
            • Restore Account Names to Match the Chart of Accounts
            • Delete an Account from a Budget
            • Delete a General Ledger Budget
            • Submit a Budget for Approval
            • Approve or Reject a Budget
            • Reopen an Approved Budget
            • Print the General Ledger Budget Report
          • Screens
            • General Ledger Budgeting Form
              • Display the General Ledger Budgeting Form
              • Toolbar of General Ledger Budgeting
              • Budget Tab of General Ledger Budgeting
              • Summarized Tab of General Ledger Budgeting
              • Progress Tab of General Ledger Budgeting
            • Adjusting the Annual Budget Dialog Box
            • Compounding the Annual Budget Dialog Box
            • Copy Budget Amounts Dialog Box
            • Setup Budget Accounts Dialog Box
            • Approve Dialog Box for GL Budgets
            • Approval History Dialog Box for GL Budgets
            • Reject Dialog Box for GL Budgets
            • Reopen Dialog Box for General Ledger Budgets
        • General Ledger Budgeting Group Overview
          • Example: Using General Ledger Budgeting Groups
          • Procedures
            • Open a General Ledger Budget Group
            • Create a General Ledger Budget Group
            • Copy a General Ledger Budget Group
            • Delete a General Ledger Budget Group
            • Add a General Ledger Budget to a Group
            • Remove a General Ledger Budget from a Group
            • View Account Details for a General Ledger Budget Group
            • Distribute an Annual Amount Evenly Across Periods
            • Approve or Reject All Budgets in a General Ledger Budget Group
            • Reopen All Approved Budgets in a General Ledger Budget Group
          • Screens
            • General Ledger Budgeting Group Form
              • Display the General Ledger Budgeting Group Form
              • Toolbar of General Ledger Budgeting Group
              • General Tab of General Ledger Budgeting Group Form
              • Progress Tab of General Ledger Budgeting Group
            • Approve Dialog Box for GL Group Budgets
            • Approve All Dialog Box for GL Group Budgets
            • Reject Dialog Box for GL Group Budgets
            • Reject All Dialog Box for GL Group Budgets
            • Reopen Dialog Box for GL Group Budgets
            • Reopen All Dialog Box for GL Group Budgets
            • Approval History Dialog Box for GL Budgets
        • Consolidated General Ledger Budgeting Overview
          • Procedures
            • Create a Consolidated GL Budget
            • Open a Budget in Consolidated GL Budgeting
            • Copy a Consolidated GL Budget
            • Copy Amounts to the Current Consolidated GL Budget
            • Adjust Consolidated GL Budget Amounts by a Fixed Amount
            • Adjust Consolidated GL Budget Amounts by a Percentage
            • Import Accounts for a Consolidated GL Budget
          • Screens
            • Consolidated GL Budgeting Form
              • Display the Consolidated GL Budgeting Form
              • Toolbar of the Consolidated GL Budgeting Form
              • Budget Tab of the Consolidated GL Budgeting Form
              • Summarized Tab of the Consolidated GL Budgeting Form
            • Compounding the Annual Budget Dialog Box
            • Adjusting the Annual Budget Dialog Box
            • Set Up Budget Accounts Dialog Box
            • Copy Budget Amounts Dialog Box
      • Cost/Pay Rate Tables (Effective Dates) Overview
        • Checklist: Setting Up Effective Dates for Cost Rates
        • Cost/Pay Rate Table Reports
        • Procedures
          • Set Up Rate Tables and Specify Effective Dates
          • Assign Cost Rate Methods and Tables to Projects
          • Print the Cost/Pay Rate Table List
          • Print the Cost/Pay Rate Category Table List
          • Print the Cost/Pay Rate Labor Code List
        • Screens
          • Cost/Pay Labor Rate Tables Form
            • Display the Cost/Pay Labor Rate Tables Form
            • Toolbar of the Cost/Pay Labor Rate Tables Form
            • Contents of the Cost/Pay Labor Rate Tables Form
          • Cost/Pay Labor Category Tables Form
            • Display the Cost/Pay Labor Category Tables Form
            • Toolbar of the Cost/Pay Labor Category Tables Form
            • Contents of the Cost/Pay Labor Category Tables Form
          • Cost/Pay Labor Code Tables Form
            • Display the Cost Pay Labor Code Tables Form
            • Toolbar of the Cost/Pay Labor Code Tables Form
            • Contents of the Cost/Pay Labor Code Tables Form
      • Consultant Accruals Overview
        • Procedures
          • Produce Journal Entries from Consultant Accruals
          • Schedule Consultant Accruals to Run at Another Time
        • Screens
          • Consultant Accruals Form
            • Display the Consultant Accruals Form
            • Toolbar of the Consultant Accruals Form
            • Contents of the Consultant Accruals Form
          • Update Percent Completes Dialog Box
      • Revenue Generation Overview
        • Checklist: Setting Up Revenue Generation
        • Revenue Categories Overview
          • Revenue Generation Calculations When You Use Revenue Categories
          • Procedures
            • Enable and Set Up Revenue Categories
            • Change Revenue Generation to Track One Unbilled Account
            • Change Revenue Generation to Track Multiple Unbilled Accounts
        • Overall Revenue Upset Limits Overview
          • Example of an Overall Revenue Upset Limit
          • Overall Revenue Upset Limits When You Use Revenue Categories
          • Procedures
            • Set Up an Overall Revenue Upset Limit for a Project
        • Overall Revenue Calculation for a Project
          • Procedures
            • Set Up an Overall Revenue Calculation for a Project
        • Revenue Groups Overview
          • Example: Using Revenue Groups
          • Procedures
            • Enable Revenue Groups
            • Set Up a Revenue Group
            • Select a Revenue Group on the Revenue Groups Form
            • Delete a Revenue Group
            • Print the Revenue Groups Table List Report
          • Screens
            • Revenue Groups Form
            • Revenue Groups Table List Dialog Box
        • Running Revenue Generation
          • Checklist: Running Revenue Generation
          • Revenue Generation Calculations
          • Procedures
            • Select Projects for Revenue Generation
            • Select Projects and Update Their Percent Complete Amounts
            • Prove Out Revenue Method W
          • Screens
            • Revenue Generation Form
            • Update Overall Percents Complete Dialog Box
            • Compensation and Percent Billed Dialog Box
        • Revenue Generation Reporting Overview
          • RevGen File
          • Procedures
            • Print the Revenue Method List
            • Print or Preview the Revenue Generation Posting Log
            • Print or Preview the Revenue Generation Transaction List
        • Contracts and Revenue Generation
          • Time and Materials Contracts Without Upset Limits
          • Time and Materials Contracts with Upset Limits
          • Percentage Completed Contracts
          • Lump Sum or Fixed Fee Contracts
          • Cost Plus Fixed Fee Contracts
        • Frequently Asked Questions for Revenue Generation
          • Where Can I Find the Revenue Recognized by a Revenue Method
          • How Do I Limit Revenue on Reimbursable Expenses
          • How Do I Record Miscellaneous Revenue
          • How Do I Move a Projects JTD Unbilled Balances When Changing Its Organization
          • What Happens if a Projects Fee is Left Blank
          • What Happens if I Run Revenue Generation in a Prior Period
          • How Do I Resolve Balances in the Unbilled Services Asset Account
      • Labor Cross Charge Overview
        • Labor Cross Charge File
        • Labor Cross Charge Form
      • Intercompany Billing Overview
        • Checklist: Setting Up Intercompany Billing
        • Checklist: Setting Up Detailed Subledgers
        • Approach for Intercompany Billing (without Detailed Subledgers)
        • Approach for Intercompany Billing with Detailed Subledgers
        • Intercompany Billing Vendors
        • Transaction Approvals and Intercompany Billing
        • Multipliers and Intercompany Invoices
        • Analyzing the Intercompany Billing Detail Report
          • Preview the Intercompany Billing Detail Report
          • Intercompany Invoices Report
        • Procedures - without detailed subledgers
          • Run Intercompany Billing Draft Run
          • Reset Incomplete Files
          • Restore Default Options
          • Run Intercompany Billing Final Run
        • Procedures - with detailed subledgers
          • Set Up Invoice Terms Between Two Companies
          • Select Intercompany Invoice Options
          • Run Intercompany Billing Draft Run with Detailed Subledgers
          • Preview Draft Intercompany Invoices
          • Run Intercompany Billing Final Run with Detailed Subledgers
          • Print Final Intercompany Invoices
          • Review or Reprint Final Intercompany Invoices
        • Screens
          • Intercompany Billing Form
            • Display the Intercompany Billing Form
            • Toolbar of Intercompany Billing
            • General Tab of Intercompany Billing
            • Posting Information Tab of Intercompany Billing
            • Invoices on File Tab of Intercompany Billing
          • Invoice Terms Dialog Box of Intercompany Billing
          • Invoice Options Dialog Box of Intercompany Billing
      • Overhead Allocation Overview
        • Guidelines for Overhead Allocation
        • Troubleshooting Overhead Allocation
        • Procedures
          • Run Overhead Allocation
      • Adjust Salaried Job Costing Overview
        • Benefits and Considerations for Using Adjust Salaried Job Costing
        • Checklist: Setting Up and Running Adjust Salaried Job Cost
        • Adjust Salaried Job Cost Example
        • Troubleshooting Adjust Salaried Job Costing Issues
        • Settings for Hourly Employees
        • Settings for Salaried Employees
        • Procedures
          • Set Up Employee Information for Adjust Salaried Job Costing
          • Run the Adjust Salaried Job Costing Routine
        • Screens
          • Adjust Salaried Job Costing Form
            • Display the Adjust Salaried Job Costing Form
            • Toolbar of the Adjust Salaried Job Costing Form
            • Contents of the Adjust Salaried Job Costing Form
          • Review Adjustments Dialog Box
      • Bank Reconciliation Overview
        • Reconciling Bank Statements With or Without Importing Transactions
        • Matching Imported Transactions with Posted Bank Records
        • Procedures
          • Reconcile a Bank Statement That Does Not Contain Imported Transactions
          • Reconcile a Bank Statement That Contains Imported Transactions
          • Import Bank Transactions into Vision
          • Resolve Errors for All Imported Records in a Bank Statement
          • Resolve Errors for Some Imported Records in a Bank Statement
          • Undo the Import of Bank Transactions
          • Manually Match Imported Bank Transactions With Posted Vision Records
          • Create Bank Statement Entries for Bank Interests and Fees
          • Generate the Bank Reconciliation Report
          • Close a Single Bank Statement
          • Close Multiple Bank Statements
        • Screens
          • Bank Statement Reconciliation Form
            • Display the Bank Statement Reconciliation Form
            • Toolbar of the Bank Statement Reconciliation Form
            • Main Tab of the Bank Statement Reconciliation Form
            • Receipts Tab of the Bank Reconciliation Form
            • Payments Tab of the Bank Statement Reconciliation Form
            • Miscellaneous Tab of the Bank Statement Reconciliation Form
            • Import Tab of the Bank Statement Reconciliation Form
            • Summary Tab of the Bank Statement Reconciliation Form
            • Create Entries Tab of the Bank Statement Reconciliation Form
          • Bank Statement Selection Dialog Box
          • Bank Statement Modify Date Dialog Box
          • Payment Detail Dialog Box for Individual Payments
          • Payment Detail Dialog Box for Summarized Electronic Payments
          • Post Cleared Items Dialog Box
          • Import New Bank Transaction Dialog Box
          • Match Detail Dialog Box
          • Match Transactions Dialog Box
          • Close Bank Statement Dialog Box
      • Project Fee Estimate Overview
        • Configuration and Security Considerations for Opportunity Fee Estimates
        • German Scale of Fees Feature
        • Procedures
          • Create a Project Fee Estimate
            • Add Phases to a Fee Estimate
            • Add Special Services to a Fee Estimate
          • Add Phases to a Fee Estimate
          • Add Special Services to a Fee Estimate
        • Screens
          • Project Fee Estimate Form
          • Edit Cost Groups Dialog Box
          • Select Phases Dialog Box
      • Credit Cards Overview
        • Credit Card Feature Overview
        • Credit Card Reconciliation Overview
          • Reconciling Credit Card Statements With or Without Importing Charges
          • Import Credit Card Charges Process Overview
          • Example of a Text File for Importing Credit Card Charges
          • Cash-Basis Journal Entry for Credit Card Statements
          • Preventing Credit Card Charges from Being Entered in Both AP Disbursements and Expense Reports
          • Importing Charges to the Wrong Credit Card Statement
          • Undoing a Posting When You Use the Credit Card Feature
          • Import Charges Error Report
          • Procedures
            • Create a Credit Card Statement
            • Import Credit Card Charges into Vision
            • Undo the Import of Credit Card Charges
            • Reconcile Credit Card Statements that Contain Imported Charges
            • Manually Tie Posted Vision Charges to Imported Credit Card Charges
            • Reconcile Credit Card Statements that Do Not Contain Import Charges
            • Attach a Document to a Credit Card Charge
            • Create a Cash-Basis Journal Entry After You Reconcile a Credit Card Statement
          • Screens
            • Credit Card Statement Reconciliation Form
              • Display the Credit Card Statement Reconciliation Form
              • Toolbar of the Credit Card Statement Reconciliation Form
              • Main Tab of the Credit Card Statement Reconciliation Form
              • Summary Tab of the Credit Card Reconciliation Form
              • Charges Tab of the Credit Card Statement Reconciliation Form
              • Create Journal Entry Tab of the Credit Card Statement Reconciliation Form
            • Credit Card Statement Selection Dialog Box
            • Credit Card Statement Modify Date Dialog Box
            • Details Dialog Box in Credit Card Reconciliation
            • Supporting Document Dialog Box in Credit Card Reconciliation
            • Import New Charges (Text File) Dialog Box
            • Import New Charges (Record Status) Dialog Box
            • Import Charges History Dialog Box
        • Credit Card Review Overview
          • Procedures
            • Review Credit Card Transactions
          • Screens
            • Credit Card Review Form
            • Details Dialog Box in Credit Card Review
            • Supporting Document Dialog Box in Credit Card Review
      • Payment Review Overview
        • Procedures
          • Email Electronic Payment Remittances from Payment Review
        • Screens
          • Payment Review Form
            • Display the Payment Review Form
            • Toolbar of the Payment Review Form
            • Search Criteria Tab of the Payment Review Form
            • Currency Tab of the Payment Review Form
            • Payments Grid of the Payment Review Form
          • Payment Detail Dialog Box
          • Email Remittance Dialog Box for Payment Review
      • Project Review Overview
        • Configuration and Project Review
        • How Vision Determines Accounts Receivable Aging
        • Dialog Boxes That Display When You Drill Down
        • Procedures
          • Select the Budget Source
          • Pin the Work Breakdown Structure Tree
          • Select the Actuals Rate
          • Specify Aging Column Definitions
            • Drill Down on Names
          • Drill Down on Amounts
          • Drill Down on Names
          • View Supporting Documents in Project Review
        • Screens
          • Project Review Form
            • Display the Project Review Form
            • Toolbar of Project Review
            • Accounts Receivable Tab of Project Review Form
            • Billing Tab of Project Review
            • Cost Tab of Project Review
            • Inventory Tab of Project Review Form
            • Purchasing Tab of Project Review Form
            • Equipment Tab of Project Review Form
          • Options Dialog Box
            • Display the Options Dialog Box
            • General Tab of Options Dialog Box
            • Purchase Orders Tab of Options Dialog Box
          • AR Options Dialog Box
          • Supporting Document Dialog Box in Project Review
          • Accounts Receivable Details Dialog Box
          • AR Comments Dialog Box
          • Direct Consultant Dialog Box
          • Labor Dialog Box
          • Other Direct Expense Dialog Box
          • Other Reimbursable Dialog Box
          • Reimbursable Consultant Dialog Box
          • Total Hours Dialog Box
          • Update Overall Percent Completes Dialog Box
      • Gains and Losses Overview
        • Gains and Losses and Organizations
        • Gains and Losses and Your Accounting Company Settings
        • Gains and Losses from Accounts Payable Transactions
        • Gains and Losses from Accounts Receivable Transactions
        • Gains and Losses from Revaluation of Foreign-Denominated General Ledger Accounts
        • Examples
          • Example Gains and Losses for an Accounts Payable Voucher
          • Example Gains and Losses for an Accounts Receivable Invoice
          • Example Gains and Losses from the Revaluation of a Foreign-Denominated Account
        • Procedures
          • Run the Gains/Losses and Revaluations Process
          • Schedule the Gains/Losses and Revaluations Process
        • Screens
          • Gains/Losses and Revaluations Form
      • Consolidations Overview
        • Consolidation Groups
        • Consolidations and Eliminations
        • Checklist: Setting Up Consolidations
        • Procedures
          • Run the Consolidation Process
          • Schedule the Consolidation Process to Run at Another Time
        • Screens
          • Consolidations Form
            • Display the Consolidations Form
            • Toolbar of the Consolidations Form
            • Contents of the Consolidations Form
      • Tax File Generation Overview
        • VAT Declaration XML Backup Report
        • Intra EU Community XML and Belgium Client Listing XML Backup Report
        • Procedures
          • Generate a Tax File for the Belgium Tax Authorities
          • Generate a German ELSTER VAT Tax Return File
        • Screens
          • Tax File Generation Form
            • Display the Tax File Generation Form
            • Toolbar of the Tax File Generation Form
            • General Tab of the Tax File Generation Form
            • Review Tab of the Tax File Generation Form
      • FEC File Generation
        • Generate an FEC File
        • FEC File Generation Form
          • Display the FEC File Generation Form
          • Toolbar of the FEC File Generation Form
          • Contents of the FEC File Generation Form
      • Approvals Review Overview
        • Procedures
          • Select Columns for Approvals Review
        • Screens
          • Approvals Review Form
            • Display the Approvals Review Form
            • Toolbar of the Approvals Review Form
            • Contents of the Approvals Review Form
    • Human Resources Overview
      • Payroll Overview
        • When to Install Payroll
        • Payroll-Related Accounts
        • Check Stock and Check Templates
        • Find a Vendor for Check Stock
        • Setting Up Payroll
          • Employee Withholding Overview
            • Suppressing Withholdings in Payroll
            • Payroll Tax Locale and Withholdings
            • Follow Project Locale Option
            • Percent of Wages Option
            • Procedures
              • Establish the Default Project Payroll Tax Locale Information
              • Implement the Follow Project Locale Method for Withholdings
              • Implement the Percent of Wages Method for Withholdings
              • Suppress an Employee Withholding in all Payroll Runs
            • Examples
              • Sample Setup for Follow Project Locale Option
              • Sample Setup for Percent of Wages Option
          • Payroll Direct Deposit Setup Overview
            • Checklist: Setting Up Payroll Direct Deposit
            • Procedures
              • Configure Vision to Deposit an Entire Paycheck to a Single Account
              • Configure Vision to Deposit an Entire Paycheck to Multiple Accounts
              • Configure Vision to Deposit a Portion of a Paycheck to a Single Account
              • Configure Vision to Deposit a Portion of a Paycheck to Multiple Accounts
              • Perform the Initial Test Direct Deposit
          • Employee Side of Employer Payroll Contribution Setup Overview
            • Procedures
              • Suppress Employer Contributions in All Payroll Runs
          • Employee Pay Rate Information Overview
            • How Vision Determines an Employee's Pay Rate
          • Pay Rate Tables and Payroll
            • Checklist: Setting Up Pay Rate Tables
            • Pay Rate Table Types
            • Pay Rate Table Example
            • Procedures
              • General Steps to Use Labor Categories for Pay Rates
              • Establish the Default Pay Rate for an Employee
              • Establish a Schedule of Multiple Pay Rates for an Employee
              • Add a New Pay Rate Table
              • Copy an Existing Pay Rate Table
              • Delete a Pay Rate Table
        • Payroll Processing Overview
          • Checklist: Processing and Posting Payroll
          • Payroll Run Types
          • Bonus Payroll Run Type
          • Adjustments Payroll Run Type
          • Process Type - Automatic or Manual Select
          • Guidelines for Modifying Pay Hours
          • Multiple Payroll Runs in the Same Period
          • Where to Specify Payment Sorting
          • Procedures for Processing Payroll
            • Procedures for All Payroll Types
              • Select Employees for Manual Select Processing
              • Review Employee Information Before Processing Payroll
              • View Detail for an Employee
              • Specify Other Pay Amounts for the Current Pay Period
              • Modify Pay Hours for Hourly Employees
              • Modify Pay Hours for Salaried Employees
              • Override Calculated Payroll Withholding Amounts
              • Override Calculated Payroll Contribution Amounts
              • Process Payroll for Employees Without Timesheets
              • Run a Draft Payroll
              • Cancel a Payroll Run
            • Procedures for Regular Payroll
              • Run a Regular Payroll
              • Process Regular Payroll Using Date Ranges
              • Specify a Different Pay Period for Regular and Overtime Hours
              • Establish Selection Criteria for Automatic Regular Payroll Runs
            • Procedures for Bonus Payrolls and Adjustments
              • Run a Bonus Payroll
              • Run a Payroll Adjustment
          • Posting Payroll and Printing Checks Overview
            • Posting to Record Other Payroll-Related Disbursement
            • Voiding a Payroll Payment
            • Undoing a Posted Payroll Run
            • Procedures for Posting Payroll and Printing Checks
              • Modify Check Margins
              • Print Payroll Checks
              • Assign Check Numbers
              • Assign Check Numbers to a Group of Sequential Checks
              • Assign a Check Number to a Single Check
              • Print an Internal Copy of all Checks in a Payroll Run
              • Post Payroll
              • Export Paychecks to a Text File
          • Screens
            • Payroll Processing Form
              • Display the Payroll Processing Form
              • Toolbar of Payroll Processing
              • General Tab of Payroll Processing
              • Employee Review Tab of Payroll Processing
            • Payment Printing and Numbering Form
              • Display the Payment Printing and Numbering Form
              • Toolbar of the Payment Printing and Numbering Form
              • Contents of the Payment Printing and Numbering Form
            • Select Posting Run Dialog Box
            • Hours and Pay Details Dialog Box
            • Benefit Hours Details Dialog Box
            • Withholdings Detail Dialog Box
            • Direct Deposit Detail Dialog Box
            • Contributions Detail Dialog Box
            • Selected Employees Dialog Box
            • Payroll Assign Check Numbers Dialog Box
            • Create Voucher for FICA Dialog Box
            • Email Remittance Dialog Box for Payroll Payment Processing
        • Payroll Direct Deposit Processing Overview
          • Procedures
            • Process Payroll Direct Deposit
          • Screens
            • Payroll Direct Deposit Processing Form
              • Display the Payroll Direct Deposit Processing Form
              • Toolbar of Payroll Direct Deposit Processing
              • General Tab of Payroll Direct Deposit Processing
              • Advanced Options Tab of Payroll Direct Deposit Processing
            • Download Direct Deposit Files Dialog Box
        • Exporting Timesheet Data Overview
          • Timesheet Export to ADP Overview
            • Checklist: Setting Up Export of Timesheets to ADP
            • Procedures
              • Enable the Export to ADP Feature
              • Configure Export to ADP by Employee
              • Configure Export to ADP by Organization
              • Export Timesheets to ADP
            • Screens
              • Export Timesheets to ADP Form
                • Display the Export Timesheets to ADP Form
                • Toolbar of Export Timesheets to ADP
                • Main Tab of Export Timesheets to ADP
                • Hours Tab of Export Timesheets to ADP
                • Earnings Tab of Export Timesheets to ADP
                • Memo Tab of Export Timesheets to ADP
            • Report
              • ADP Export Report
          • Timesheet Export to Paychex Overview
            • Checklist: Setting Up Export of Timesheets to Paychex
            • Procedures
              • Enable the Export to Paychex Feature
              • Configure Export to Paychex by Employee
              • Configure Export to Paychex by Organization
              • Export Timesheets to Paychex
            • Screens
              • Export Timesheets to Paychex Form
                • Display the Export Timesheets to Paychex Form
                • Toolbar of Export Timesheets to Paychex
                • Main Tab of Export Timesheets to Paychex
                • Hours Tab of Export Timesheets to Paychex
                • Earnings Tab of Export Timesheets to Paychex
                • Deduction Tab of Export Timesheets to Paychex
            • Report
              • Paychex Export Report
          • Timesheet Export to Ceridian Powerpay Overview
            • Checklist: Setting Up Export of Timesheets to Ceridian
            • Procedures
              • Enable the Export to Ceridian Powerpay Feature
              • Configure Export to Ceridian Powerpay by Employee
              • Configure Export to Ceridian Powerpay by Organization
              • Export Timesheets to Ceridian Powerpay
            • Screens
              • Export Timesheets to Ceridian Powerpay Form
                • Display the Export Timesheets to Ceridian Powerpay Form
                • Toolbar of Export Timesheets to Ceridian Powerpay
                • Main Tab of Export Timesheets to Ceridian Powerpay
                • Hours Tab of Export Timesheets to Ceridian Powerpay
                • Earnings Tab of Export Timesheets to Ceridian Powerpay
                • Deduction Tab of Export Timesheets to Ceridian Powerpay
            • Report
              • Ceridian Export Report
        • Form W-2 Processing Overview
          • Checklist: Generating W-2 Forms
          • W-2 Form Content
          • W-2 Form Electronic File Contact Information
          • Procedures
            • Enter Employee W-2 Form Information
            • Enter State Tax IDs
            • Generate a W-2 Work File
            • Edit the W-2 Work File
            • Generate a W-2 Electronic Reporting File
            • Set W-2 Form Printing Options
            • Preview and Print W-2 Forms
            • Preview and Print the W-3 Worksheet
          • Screens
            • Form W-2 Processing Form
            • Form W-2 Editor Form
            • State ID List Dialog Box
            • Form W-2 Electronic Filing Reporting Dialog Box
            • Form W-2 Advanced Printing Options Dialog Box
        • Quarterly Electronic Filing Processing Overview
          • Checklist: Generating a Quarterly Electronic File
          • Quarterly Electronic File Contact Information
          • Procedures
            • Generate a Quarterly Processing Work File
            • Edit the Quarterly Processing Work File
            • Preview or Print the Electronic Filing Processing Worksheet
            • Create an Electronic Quarterly Reporting File
          • Screens
            • Quarterly Processing Form
              • Display the Quarterly Processing Form
              • Toolbar of Quarterly Processing Form
              • General Tab of Quarterly Processing
              • Miscellaneous Tab of Quarterly Processing Form
            • Quarterly Processing Editor Form
        • Payroll Reports
          • Procedures
            • Run Payroll Reports in Prior Periods
          • Report Contents
            • Direct Deposit Report
            • Payroll Journal
            • Payroll Processing Posting Log
            • W-3 Worksheet
        • Tax Calculations and Methods
          • Tax Calculation Method 1 Wage Bracket
          • Tax Calculation Method 2 Percentage of Taxable Pay
          • Tax Calculation Method 3 Percentage of Federal Income Tax
        • Vision Tax Facts
          • Federal Income Tax
          • FICA (HI) Medicare Tax
          • FICA (OASDI) Social Security Tax
          • State and Local Tax Fact Sheets
            • Alabama Tax
            • Arizona Tax
            • Arkansas Tax
            • California Tax
            • Colorado Tax
            • Connecticut Tax
            • Delaware Tax
            • City of Detroit Resident and Non-Resident Tax
            • District of Columbia Tax
            • Georgia Tax
            • Hawaii Tax
            • Idaho Tax
            • Illinois Tax
            • Indiana Tax
            • Iowa Tax
            • Kansas Tax
            • Kentucky Tax
            • Louisiana Tax
            • Maine Tax
            • Maryland Tax
            • Massachusetts Tax
            • Michigan Tax
            • Minnesota Tax
            • Mississippi Tax
            • Missouri Tax
            • Montana Tax
            • Nebraska Tax
            • New Jersey Tax
            • New Mexico Tax
            • New York Tax
            • City of New York Non-Resident Tax
            • City of New York Resident Tax
            • North Carolina Tax
            • North Dakota Tax
            • Ohio Tax
            • Oklahoma Tax
            • Oregon Tax
            • Pennsylvania Tax
            • Puerto Rico Tax
            • Rhode Island Tax
            • South Carolina Tax
            • Utah Tax
            • Vermont Tax
            • Virginia Tax
            • West Virginia Tax
            • Wisconsin Tax
      • ABRA Interface Overview
        • Configure the ABRA Interface
        • ABRA Data Import Utility Overview
          • Import Utility Fields Mapping Table
          • Procedures
            • Import ABRA Files
            • Schedule an Import from ABRA
          • Screens
            • Import Employee from ABRA Form
              • Display the Import Employee from ABRA Form
              • Toolbar of Import Employee from ABRA
              • Main Tab of Import Employee from ABRA
              • Import Utility Fields Mapping Tab of Import Employee from ABRA
        • ABRA Data Export Utility Overview
          • Export Utility Fields Mapping Table
          • Procedures
            • Export Vision Files to ABRA
          • Screens
            • Export Employee to ABRA Form
              • Display the Export Employee to ABRA Form
              • Toolbar of Export Employee to ABRA
              • Main Tab of Export Employee to ABRA
              • Export Utility Fields Mapping Tab of Export Employee to ABRA
      • Benefit Hours Overview
        • Benefit Hours Accruals Processing Overview
          • Procedures
            • Accrue Benefit Hours Based on a Predefined Schedule
            • Configure Vision to Accrue Benefit Hours When Payroll Runs
            • Print Benefit Hours Processing Journal
          • Screens
            • Benefit Hours Accruals Processing Form
        • Benefit Hours Adjustment Processing Overview
          • Procedures
            • Adjust Benefit Hours
          • Screens
            • Benefit Hours Adjustment Form
      • Employee Review Overview
        • Procedures
          • View Data from Previous Expense Payments
          • View or Print Data from Previous Payroll Payments
        • Screens
          • Employee Review Form
            • Display the Employee Review Form
            • Wage Tab of Employee Payroll Review Form
            • Withholding Tab of Employee Payroll Review Form
            • Payroll Checks Tab of Employee Review
            • Expense Checks Tab of Employee Payroll Review
      • Visibility Software's Cyber Recruiter and Vision
    • Time and Expense Overview
      • Time and Expense Lookups
      • Time and Expense and Multicompany
      • Timesheet Overview
        • Timesheet Security Access
        • Timesheet Status
        • Status Changes for Timesheets
        • Labor Period Status
        • Timesheet Alerts
        • Guidelines for Editing a Timesheet
        • Automatically Populate Timesheets with Resource Planning Data
        • Procedures
          • Post Time & Expense Timesheets in Transaction Posting
          • Enter and Submit an Absence Request from the Timesheet Application
          • Procedures - Opening Timesheets
            • Open a Timesheet
            • Open a Timesheet in a New Browser Window
            • Open Another Employee's Timesheet
            • Open the Timesheet of an Employee in Another Company
          • Procedures - Entering Timesheet Data
            • Enter Timesheet Hours
            • Enter Starting and Ending Times
            • Enter Meal Start and End Times and Record Breaks
            • Enter Unit Quantities
            • Copy a Timesheet
            • Manually Populate a Timesheet with Resource Planning Data
          • Procedures - Submitting Timesheets
            • Submit a Timesheet
            • Explain a Timesheet Revision
            • Acknowledge a Labor Transfer
            • Reverse Timesheet Line Items
            • View Timesheet Audit History
          • Procedures - Completing Floor Checks
            • Do a Timesheet Floor Check
            • Send Email Alerts from Floor Check
          • Procedures - Approving Timesheets
            • Approve a Timesheet
            • Approve Timesheet Line Items
            • Change the Status of a Timesheet
          • Procedures - Viewing Timesheet Ratios and Benefit Hours
            • View Timesheet Ratios
            • View Benefit Hours
            • View Planned Hours
          • Procedures - Printing Timesheet Reports
            • Print Timesheets Automatically
            • Print a Timesheet for One Employee
            • Print Timesheets for Multiple Employees
            • Print a Timesheet Admin Status Report
        • Screens
          • Timesheet Form
            • Display the Timesheet Form
            • Toolbar of Timesheet Form
            • Timesheet Hours Tab of Timesheet Form
            • Unit Quantities Tab of the Timesheet Form
          • Benefit Hours Dialog Box
          • Request Absence Dialog Box
          • Billing Labor Transfer Audit Dialog Box
          • Copy Timesheet Errors Dialog Box
          • Email Employees from Floor Check Dialog Box
          • Floor Check Dialog Box
          • Planned Hours Dialog Box
          • Print Timesheet Report Option Dialog Box
          • Ratios Dialog Box
          • Revision Audit Dialog Box
          • Revision Audit History Dialog Box
          • Select Employee Timesheet Dialog Box
          • Timesheet Period Selection Dialog Box
          • Company Selection Dialog Box
        • Reports
          • Detailed Timesheet Report
          • Summarized Timesheet Report
          • Start/End Timesheet Report
          • Timesheet Admin Status Report
      • Timesheet Line Item Approval Overview
        • Procedures
          • Approve Timesheet Line Items
          • Reject Timesheet Line Items
          • Reset the Status of Timesheet Line Items
        • Screens
          • Timesheet Line Item Approval Form
        • Reports
          • Print the Timesheet Line Item Approval Report
          • Timesheet Line Item Approval Report
      • Expense Report Overview
        • Expense Report Security Access
        • General Ledger Accounts for Expense Report Posting
        • Expense Report Status
        • Status Changes for Expense Reports
        • Expense Report Alerts
        • Expense Reports and Supporting Documents
        • Guidelines for Editing an Expense Report
        • Originating Vendors
        • Example: Split an Imported Charge Between Two Projects
        • Procedures
          • Post Time & Expense Expense Reports in Transaction Posting
          • Purge Expense Reports
          • Process Employee Personal Expenses Paid for with a Company Credit Card
          • View Progress of Line Item in an Expense Report
          • Procedures - Opening Expense Reports
            • Create a New Expense Report
            • Open an Existing Expense Report
            • Open an Expense Report in a New Browser Window
            • Open the Expense Report of an Employee in Another Company
            • Reopen an Expense Report
          • Procedures - Entering Expense Report Data
            • Add Imported Credit Card Charges to an Expense Report
            • Split Imported Credit Card Charges on Expense Reports
            • Delete Imported Credit Card Charges from an Expense Report
            • Copy an Expense Report
            • Delete an Expense Report
          • Procedures - Working with Supporting Documents
            • Upload a Document on the Supporting Document Dialog Box
            • View Supporting Documents
            • Attach a Document to an Expense Report
            • Automatically Associate a Document with New Transaction Lines
            • Automatically Associate a Document with all Expense Report Transactions
            • Remove a Document’s Association from a Transaction
            • Remove a Document’s Automatic Association with New Transaction Lines
            • Remove a Document’s Association from all Expense Report Transactions
            • Delete a Document from all Transaction Lines
          • Procedures - Overriding Exchange Rates
            • Override the Exchange Rate for a Single Expense Line Item
            • Override the Exchange Rate for an Entire Expense Report
          • Procedures - Submitting Expense Reports
            • Submit an Expense Report
            • Unsubmit an Expense Report
          • Procedures - Approving Expense Reports
            • Approve an Expense Report
            • Approve an Expense Report on the Select Expense Report Dialog Box
            • Change the Status of an Expense Report
            • Reopen an Expense Report
            • Reject an Expense Report
          • Procedures - Printing Expense Reports
            • Print Expense Reports Automatically
            • Print an Expense Report for One Employee
            • Print Expense Reports for Multiple Employees
            • Print an Admin Expense Report Status Report
        • Screens
          • Expense Report Form
            • Display the Expense Report Form
            • Toolbar of the Expense Report Form
            • General Tab of Expense Report Form
            • Progress Tab of Expense Report Form
          • Expense Report Detail Dialog Boxes
          • Expense Report Selection Dialog Box
          • Expense Report Selection to Copy Dialog Box
          • Company Selection Dialog Box
          • Select Expense Report Dialog Box
          • Print Expense Report Option Dialog Box
          • Purge Posted Expense Reports Dialog Box
          • Supporting Document Dialog Box
          • Tax Codes Dialog Box
          • Currency Override Dialog Box
        • Expense Reports
          • Summarized Expense Report
          • Detailed Expense Report
          • Admin Expense Report Status Report
      • Expense Report Line Item Approval Overview
        • Procedures
          • Approve Expense Report Line Items
          • Reject Expense Report Line Items
          • Reopen Expense Report Line Items
          • Reassign Expense Report Line Items
          • View Supporting Documents in Expense Report Line Item Approvals
        • Screens
          • Expense Report Line Item Approval Form
            • Display the Expense Report Line Item Approval Form
            • Toolbar of Expense Report Line Item Approval Form
            • General Tab of Expense Report Line Item Approval Form
            • Progress Tab of Expense Report Line Item Approval Form
          • Supporting Document Dialog Box in Expense Report Approvals
          • Change Assignment Dialog Box
        • Reports
          • Expense Report Line Item Approval Report
          • Print the Expense Report Line Item Approval Report
          • Print Supporting Documents for Expense Line Item Approvals
      • Absence Requests Overview
        • Checklist: Configure and Enable Approvals for Absence Requests
        • Alerts for Approval Workflows
        • Error Messages for Approval Workflows
        • Procedures - Absence Requests
          • Enter and Submit an Absence Request
          • Approve or Reject an Absence Request
          • Delete an Absence Request
          • Assign Another Person to Perform Approvals in Your Absence
        • Screens
          • Absence Requests Form
            • Display the Absence Requests Form
            • Toolbar of Absence Requests Form
            • General Tab of Absence Requests Form
            • Progress Tab of Absence Requests Form
          • Benefit Hours Dialog Box
          • Planned Hours Dialog Box
          • View All Absence Requests Dialog Box
          • Approval History Dialog Box for Absence Requests
          • Approve Dialog Box for Absence Requests
          • Reject Dialog Box for Absence Requests
    • Purchasing Overview
      • Basics
        • Transaction Document Management and Supporting Documents
        • Supporting Documents in Purchasing
        • Purchasing and Inventory and Alerts
        • Equipment Info Center and Asset Management and/or Purchasing
        • Purchasing and Inventory and Web Services
        • Approval Process for Purchasing Applications
          • Approving a Purchasing Record
          • Viewing the Progress of Purchasing Records Being Approved
          • Alerts for Approval Workflows
          • Error Messages for Approval Workflows
          • When You Do Not Use an Approval Workflow for a Purchasing Application
          • Procedures
            • Reassign an Approval Step
            • Assign Another Person to Perform Approvals in Your Absence
      • Common Dialog Boxes for Purchasing and Inventory
        • New Item Dialog Box
          • Display the New Item Dialog Box
          • General Tab of New Item Dialog Box
          • Vendors Tab of New Item Dialog Box
        • Add FOB Code Dialog Box
        • Add Ship-Via Code Dialog Box
      • Request for Price Quote Overview
        • Requisitions and Requests for Price Quotes
        • Procedures
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
          • Include Vendor Responses with a Request for Price Quote
        • Screens
          • Request for Price Quote Form
            • Display the Request for Price Quote Form
            • Toolbar of Request for Price Quote
            • General Tab of Request for Price Quote Form
            • Shipping Tab of Request for Price Quote
            • Comments Tab of Request for Price Quote
            • Cost Distribution Tab of Request for Price Quote
            • Progress Tab of Request for Price Quote
          • Request for Price Quote Line Detail Dialog Box
            • Display the Request for Price Quote Line Detail Dialog Box
            • Buttons on the Request for Price Quote Line Detail Dialog Box
            • General Tab of Request for Price Quote Line Detail Dialog Box
            • Shipping Tab of Request for Price Quote Line Detail Dialog Box
            • Comments Tab of Request for Price Quote Line Detail Dialog Box
            • Cost Distribution Tab of Request for Price Quote Line Detail Dialog Box
          • Price Quote Response Dialog Box
          • Supporting Document Dialog Box in Purchasing
          • Approval History Dialog Box of Request for Price Quote
          • Approve Dialog Box of Request for Price Quote
          • Reject Dialog Box of Request for Price Quote
          • Change Assignment Dialog Box
      • Purchase Requisitions Overview
        • Requisitions and Requests for Price Quotes
        • Procedures
          • Print a Request for Price Quote from a Requisition
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
          • Include Vendor Responses with a Purchase Requisition
        • Screens
          • Purchase Requisitions Form
            • Display the Purchase Requisitions Form
            • Toolbar of Purchase Requisitions
            • General Tab of Purchase Requisitions Form
            • Comments Tab of Purchase Requisitions
            • Cost Distribution Tab of Purchase Requisitions
            • Shipping Tab of Purchase Requisitions
            • Vendors Tab of Purchase Requisitions
            • Progress Tab of Purchase Requisitions
          • Purchase Requisition Line Detail Dialog Box
            • Display the Purchase Requisition Line Detail Dialog Box
            • Buttons on the Purchase Requisition Line Detail Dialog Box
            • General Tab of Purchase Requisition Line Detail Dialog Box
            • Shipping Tab of Purchase Requisition Line Detail Dialog Box
            • Notes Tab of Purchase Order Line Detail Dialog Box
            • Cost Distribution Tab of Purchase Requisition Line Detail Dialog
            • Vendors Tab of Purchase Requisition Line Detail Dialog Box
          • Price Quote Response Dialog Box
          • Approve Dialog Box for Purchase Requisition
          • Reject Dialog Box for Purchase Requisitions
          • Approval History Dialog Box for Purchase Requisitions
          • Supporting Document Dialog Box in Purchasing
          • Change Assignment Dialog Box
      • Purchase Orders Overview
        • Purchase Order Types
          • Standard Purchase Order
          • Service Purchase Order
          • Blanket Purchase Order
          • Change Order
          • Release Order
        • Purchasing Templates
        • Committed Expenses
        • Committed Expenses and Multicurrency
        • Cost Distribution
        • Deleting Versus Canceling a Purchase Order
        • Creating Asset and Equipment Items from Purchase, Change, and Release Orders
        • Creating Vouchers from Purchase Orders
        • Vendor Responses on Purchase Orders
        • Procedures
          • Create a Standard Purchase Order
          • Create a Service Purchase Order
          • Create a Blanket Purchase Order
          • Change a Line Item's Quantity
          • Final Print a Purchase Order
          • Reprint a Final-Printed Purchase Order
          • Cancel a Purchase Order
          • Reprint a Group of Final-Printed Purchase Orders
          • Create an Asset Item or Equipment Item from a Purchase Order
          • Create an Asset Item or Equipment Item from a Change Order
          • Create an Asset Item or Equipment Item from a Release Order
          • Create a Purchase Order from a Requisition
          • Create a Purchase Order from a Request for Price Quote
          • Create a Change Order
          • Create a Release for a Blanket Purchase Order
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
        • Screens
          • Purchase Orders Form
            • Display the Purchase Orders Form
            • Toolbar of Purchase Orders
            • General Tab of Purchase Orders
            • Agreement Tab of Purchase Orders
            • Shipping Tab of Purchase Orders
            • Comments Tab of Purchase Orders
            • Line Items Tab of Purchase Orders
            • Billing Tab of Purchase Orders
            • Clauses Tab of Purchase Orders
            • Default Distribution Tab of Purchase Orders
            • Progress Tab of Purchase Orders
          • Purchase Order Line Detail Dialog Box
            • Display the Purchase Order Line Detail Dialog Box
            • Buttons on the Purchase Order Line Detail Dialog Box
            • General Tab of Purchase Order Line Detail Dialog Box
            • Shipping Tab of Purchase Order Line Detail Dialog Box
            • Notes Tab of Purchase Order Line Detail Dialog Box
            • Cost Distribution Tab of Purchase Order Line Detail Dialog Box
          • Contents
          • Create P.O. From Requisitions Dialog Box
          • Purchase Requisition Dialog Box
          • Create P.O. From RFQ Dialog Box
          • Request for Price Quote Dialog Box
          • Change Order Dialog Box
          • Cancel Order Dialog Box
          • Approval History Dialog Box for Purchase Orders
          • Approve Dialog Box for Purchase Orders
          • Reject Dialog Box for Purchase Orders
          • Change Assignment Dialog Box
          • Supporting Document Dialog Box in Purchasing
      • Receiving Overview
        • Procedures
          • Upload and Associate a Supporting Document with a Purchasing Item
          • View a Supporting Document Associated with a Purchasing Item
        • Screens
          • Purchase Order Receivings Form
          • Receipt Dialog Box
          • Receiving Item Dialog Box
          • Supporting Document Dialog Box in Purchasing
      • Purchase Template Editor Overview
        • Procedures
          • Create a Purchasing Template
          • Upload Custom Images in Purchase Template Editor
          • Use Custom Images on Purchasing Invoices
        • Screens
          • Purchase Template Editor Form
            • Display the Purchase Template Editor Form
            • Toolbar of Purchase Template Editor
            • General Tab of Purchase Template Editor
            • Images Tab of Purchase Template Editor
            • Order Detail Info Tab of Purchase Template Editor
            • Signature Tab of Purchase Template Editor
            • Misc Tab of Purchase Template Editor
      • Item Review Overview
        • Screens
          • Item Review Form
            • Display the Item Review Form
            • Inventory Tab of Item Review
            • Purchasing Tab of Item Review
          • Purchase Requisitions on File Dialog Box
          • Purchase Orders on File Dialog Box
          • Items Reserved on File Grid Dialog Box
          • Items Requested on File Grid Dialog Box
      • Purchasing Reports
    • Asset Management Overview
      • Basics
        • Equipment Info Center and Asset Management and/or Purchasing
        • Asset Management Terminology
        • Entering and Depreciating Asset Items
        • Asset Management Alerts
        • Asset Impairments
        • Asset Management and Multicompany
        • Asset Management and Multicurrency
        • GL Book and Additional Books for Asset Depreciation
        • Associating Units with Asset Items
      • Depreciation Processing Overview
        • GL Book and Additional Books for Asset Depreciation
        • How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
        • Journal Entries Created During Depreciation Processing
        • Amortizing Capital Leases
        • Amortization Example for Leased Assets
        • Amortizing Prepaid Items
        • Amortization Example for Prepaid Items
        • Changing How Depreciation Is Calculated After You Have Processed Depreciation
        • Rerunning Depreciation Processing
        • Processing Depreciation in a Prior Period
        • Undoing the Posting of a Depreciation Processing Run
        • Procedures
          • Run Depreciation Processing for Your GL Book
          • Run Depreciation Processing for Additional Books
          • Schedule Depreciation Processing to Run at a Later Time
          • Process an Asset Impairment
        • Screens
          • Depreciation Processing Form
            • Display the Depreciation Processing Form
            • Toolbar of the Depreciation Processing Form
            • Contents of the Depreciation Processing Form
          • Schedule Dialog Box
            • Display the Schedule Dialog Box
            • Main Tab of Schedule Dialog Box
            • Recurrence Tab of Schedule Dialog Box
            • Parameters Tab of Schedule Dialog Box
      • Transfer/Split Processing Overview
        • Transferring Asset Items
          • What Happens When You Transfer an Asset Item
          • Journal Entry Posting Logs for Asset Item Transfers
          • Example of Transferring an Asset Item
          • Undoing an Asset Item Transfer
          • Procedures
            • Transfer an Asset Item
            • View or Print a Posting Log for Transferred or Split Asset Items
          • Screens
            • Transfer/Split Processing Form
            • Asset Review Form or Dialog Box
              • Display the Asset Review Form or Dialog Box
              • Toolbar of the Asset Review Form or Dialog Box
              • Settings Tab of the Asset Review Form or Dialog Box
              • Summary Tab of the Asset Review Form or Dialog Box
              • History Tab of the Asset Review Form or Dialog Box
              • Unit Tab of the Asset Review Form or Dialog Box
        • Splitting Asset Items
          • What Happens When You Split an Asset Item
          • Journal Entry Posting Logs for Asset Item Splits
          • Example of Splitting an Asset Item
          • Undoing an Asset Item Split
          • Procedures
            • Split an Asset Item
            • View or Print a Posting Log for Transferred or Split Asset Items
          • Screens
            • Transfer/Split Processing Form
            • Asset Review Form or Dialog Box
              • Display the Asset Review Form or Dialog Box
              • Toolbar of the Asset Review Form or Dialog Box
              • Settings Tab of the Asset Review Form or Dialog Box
              • Summary Tab of the Asset Review Form or Dialog Box
              • History Tab of the Asset Review Form or Dialog Box
              • Unit Tab of the Asset Review Form or Dialog Box
      • Disposal Processing Overview
        • Cash Receipt Entry for Asset Items That Are Sold
        • Journal Entry for Asset Items That Are Scrapped
        • Undoing the Disposal of an Asset Item
        • Procedures
          • Dispose of an Asset Item That You Sold
          • Dispose of an Asset Item That You Scrapped
          • View or Print a Posting Log for an Asset Item That Has Been Disposed
          • Undo the Disposal of an Asset Item
        • Screens
          • Disposal Processing Form
            • Display the Disposal Processing Form
            • Toolbar of the Disposal Processing Form
            • Contents of the Disposal Processing Form
          • Currency Override Dialog Box
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
      • Asset Review Overview
        • Screens
          • Asset Review Form or Dialog Box
            • Display the Asset Review Form or Dialog Box
            • Toolbar of the Asset Review Form or Dialog Box
            • Settings Tab of the Asset Review Form or Dialog Box
            • Summary Tab of the Asset Review Form or Dialog Box
            • History Tab of the Asset Review Form or Dialog Box
            • Unit Tab of the Asset Review Form or Dialog Box
      • Section 179 Review Overview
        • Procedures
          • Review a Section 179 Deduction Limit
        • Screens
          • Section 179 Review Form
            • Display the Section 179 Review Form
            • Toolbar of the Section 179 Review Form
            • Contents of the Section 179 Review Form
    • Inventory Overview
      • Purchasing and Inventory and Web Services
      • Purchasing and Inventory and Alerts
      • Common Dialog Boxes for Purchasing and Inventory
        • New Item Dialog Box
          • Display the New Item Dialog Box
          • General Tab of New Item Dialog Box
          • Vendors Tab of New Item Dialog Box
        • Add FOB Code Dialog Box
        • Add Ship-Via Code Dialog Box
      • Item Requests Overview
        • Approval Process for Inventory Item Requests
          • Approving an Inventory Item Request
          • Viewing the Progress of Inventory Item Requests Being Approved
          • Alerts for Approval Workflows
          • Procedures
            • Reassign an Approval Step
            • Assign Another Person to Perform Approvals in Your Absence
        • Screens
          • Item Requests Form
          • Approval History Dialog Box of Item Requests
          • Approve Dialog Box of Item Requests
          • Reject Dialog Box of Item Requests
          • Item Requests Line Detail Dialog Box
            • Display the Item Requests Line Detail Dialog Box
            • General Tab of Item Requests Line Detail Dialog Box
            • Shipping Tab of Item Requests Line Detail Dialog Box
            • Notes Tab of Item Requests Line Detail Dialog Box
            • Vendors Tab of Item Requests Line Detail Dialog Box
            • Inventory Tab of Item Requests Line Detail Dialog Box
          • Change Assignment Dialog Box
      • Inventory Transactions Overview
        • Screens
          • Inventory Issues Form
          • Quantity Adjustments Form
          • Location Moves Form
          • Cost Adjustments Form
      • Inventory Reports Overview
    • Reporting Overview
      • Configuration and Reporting
      • Reporting and Multicompany
      • Favorite Reports Overview
      • Reporting Procedures Overview
        • Example of User-Defined Sections for Reports
        • Creating Reports and Favorites
          • Procedures
            • Create a New Report
            • Create User-Defined Sections
            • Exclude Promotional and Overhead Projects from the Unbilled Reports
            • Use Account Groups in General Ledger Reports
            • Create a Favorite Report (Save Personal Only)
            • Create a Favorite Report (Save for My Role)
            • Create a Favorite Report (Save for All Roles)
            • Generate a Favorite Report
            • Modify a Favorite Report
            • Delete a Favorite Report
        • Reporting Options Overview
          • Procedures
            • Create Folders for Saved Options and Searches
            • Save a Set of Options (Save Personal Only)
            • Save a Set of Options (Save for My Role)
            • Save a Set of Options (Save for All Roles)
            • Use a Set of Saved Options
            • Modify a Set of Saved Options
            • Rename a Set of Saved Options
            • Set Personal Default Options for Reports
            • Restore Default Options for Reports
            • Delete a Set of Saved Options
        • Selecting Data Overview
          • Procedures
            • Create Folders for Saved Options and Searches
            • Save a Search (Save Personal Only)
            • Save a Search (Save for My Role)
            • Save a Search (Save for All Roles)
            • Use a Saved Search
            • Modify a Saved Search
            • Rename a Saved Search
            • Delete a Saved Search
        • Formatting Overview
          • Procedures - Selecting and Formatting Columns
            • Select or Remove Columns
            • Change Column Order
            • Find a Column
            • Modify Column Headings
            • Change Column Width
            • Set the Margin for the First Column
            • Set Data Alignment for Columns
            • Turn HTML Formatting On or Off for Memo Fields
            • Select Column Headings Background Color
          • Procedures - Formatting Numbers and Dates
            • Define the Default Currency Format for a Report
            • Modify the Format for a Currency Column
            • Define the Default Number Format for a Report
            • Modify the Format for a Number Column
            • Define the Default Date and Time Format for a Report
            • Modify the Date and Time Format for a Column
          • Procedures - Setting Fonts and Page Layouts
            • Select a Font
            • Set Margins
            • Select Page Orientation
            • Set Page Size
          • Procedures - Specifying Graph Settings
            • Select Graph Settings
          • Procedures - Setting Grid Line and Detail Line Options
            • Set Grid Line Options
            • Set Detail Line Background Color
        • Sorting and Grouping Overview
          • Procedures
            • Sort and Group Data
            • Find a Group
            • Change the Sort Order
            • Select Colors and Lines for Sort Bands
        • Previewing Reports Overview
          • Searching Previewed Reports
          • Procedures
            • Preview a Favorite on Your Computer
            • Preview a Report on Your Computer
            • Search a Previewed Report with a Simple Search
            • Search a Previewed Report with an Advanced Search
            • Export Advanced Search Results to Excel
            • Print Advanced Search Results
            • Group Advanced Search Results
            • Sort Advanced Search Results
            • Filter Advanced Search Results
            • Use the Document Map to Find Data
            • Change Report Parameters on the Preview Window
        • Drilling Down for Detail on a Previewed Report
          • Drilling Down from Graphs
          • Drilling Down from General Ledger Reports
          • Procedures
            • Drill Down for Detail
            • Drill Down on Graphs
        • Printing Reports Overview
          • Procedures
            • Print a Report from the Reports Tab or Archived Reports Tab
            • Print a Report from the Preview Window
            • Print Using a Previous Version of Vision's Printing Technology
        • Archiving Reports Overview
          • Procedures
            • Create an Archived Report
            • Schedule a Report to Be Archived
            • View an Archived Report
        • Scheduling Reports and Profiles Overview
          • Procedures
            • Schedule a Report to Run Later
            • Schedule a Profile to Run Later
        • Sending Reports as Email Attachments Overview
          • Procedures
            • Distribute a Report by Email
            • Distribute a Report Using an Email Template
        • Downloading Reports Overview
          • Procedures
            • Download a Report
      • Reporting Screens Overview
        • Reporting Form of Resource Management
          • Display the Reporting Form
          • Toolbar of Reporting Form or Dialog Box
          • Reports Tab
          • Archived Reports Tab
          • Current Activity Tab
        • Options Dialog Box
          • Display the Options Dialog Box
          • Standard Controls on the Options Dialog Box
          • General Tab of the Options Dialog Box
          • Activity Tab of the Options Dialog Box
          • Budget Tab of Options Dialog Box
          • Sorting Grouping Tab of the Options Dialog Box
          • Columns Tab of the Options Dialog Box
          • Metrics Tab of the Options Dialog Box
          • User Defined Sections Tab of the Options Dialog Box
          • Drill Down Tab of the Options Dialog Box
          • Layout Tab of the Options Dialog Box
          • Graph Tab of the Options Dialog Box
        • Preview Window
          • Preview Window Options
        • Organize Favorite Report Dialog Box
        • Organize Options Dialog Box
        • Organize Options Dialog Box for Searches
        • Print Dialog Box
        • Format Number Dialog Box
        • Format Currency Dialog Box
        • Format Date/Time Dialog Box
        • Add/Modify Calculated Field Dialog Box
      • Report Descriptions Overview
        • Accounting Reports Overview
          • Cash Flow Forecast Report
            • Display the Cash Flow Forecast Report
            • Cash Flow Forecast General Tab
            • Cash Flow Forecast Columns
            • Inflow and Outflow Data Sources for the Cash Flow Forecast
          • Cash Flow Statement
            • Display the Cash Flow Statement
            • Cash Flow Statement General Tab
            • Cash Flow Statement Columns
          • Cash Journal
            • Display the Cash Journal
            • Cash Journal General Tab
            • Cash Journal Columns
          • Cash Receipts
            • Display the Cash Receipts Report
            • Cash Receipts General Tab
            • Cash Receipts Columns Tab
          • Chart of Accounts Audit
            • Display the Chart of Accounts Audit
            • Chart of Accounts Audit General Tab
            • Chart of Accounts Audit Columns
          • Chart of Accounts Audit Detail
            • Display the Chart of Accounts Audit Detail
            • Chart of Accounts Audit Detail General Tab
            • Chart of Accounts Audit Detail Columns
          • Payment Register
            • Display the Payment Register
            • Payment Register General Tab
            • Payment Register Columns Tab
          • Gains/Losses and Revaluations Detail Report
            • Display the Gains, Losses, and Revaluations Detail Report
            • Gains/Losses and Revaluations Detail General Tab
            • Gains/Losses and Revaluations Detail Columns Tab
          • Intercompany Billing Detail Report
            • Display the Intercompany Billing Detail Report
            • Intercompany Billing Detail General Tab
            • Intercompany Billing Detail Columns Tab
          • Labor Cross Charge Report
            • Display the Labor Cross Charge Report
            • Labor Cross Charge General Tab
            • Labor Cross Charge Columns
          • Overhead Allocation Report
            • Display the Overhead Allocation Report
            • Overhead Allocation General Tab
            • Overhead Allocation Columns
          • Sales List
            • Display the Sales List
            • Sales List General Tab
            • Sales List Columns
          • Tax Analysis Report
            • Display the Tax Analysis Report
            • Tax Analysis General Tab
            • Tax Analysis Columns Tab
        • Accounts Receivable Reports Overview
          • How Vision Determines Accounts Receivable Aging
          • AR Aged
            • Display the AR Aged
            • AR Aged General Tab
            • AR Aged Options Tab
            • AR Aged Columns Tab
          • AR Comments Report
            • Display the AR Comments Report
            • AR Comments General Tab
            • AR Comments Columns Tab
          • AR Ledger Report
            • Display the AR Ledger Report
            • AR Ledger General Tab
            • AR Ledger Options Tab
            • AR Ledger Columns Tab
          • AR Statement
            • Display the AR Statement
            • AR Statement General Tab
            • AR Statement Heading Tab
            • AR Statement Options Tab
            • AR Statement Columns Tab
          • Invoice Register
            • Display the Invoice Register
            • Invoice Register General Tab
            • Invoice Register Columns Tab
          • Invoice Transaction Detail
            • Display the Invoice Transaction Detail Report
            • Invoice Transaction Detail General Tab
            • Invoice Transaction Detail Options Tab
            • Invoice Transaction Detail Columns Tab
          • Retainer Ledger Report
            • Display the Retainer Ledger Report
            • Retainer Ledger General Tab
        • Activity Reports Overview
          • Activity Audit
            • Display the Activity Audit
            • Activity Audit General Tab
            • Activity Audit Columns
          • Activity Audit Detail
            • Display the Activity Audit Detail
            • Activity Audit Detail General Tab
            • Activity Audit Detail Columns
        • Billing Reports Overview
          • Billing Terms Audit
            • Display the Billing Terms Audit
            • Billing Terms Audit General Tab
            • Billing Terms Audit Columns
          • Billing Terms Audit Detail
            • Display the Billing Terms Audit Detail
            • Billing Terms Audit Detail General Tab
            • Billing Terms Audit Detail Columns
          • Billing Terms List
            • Display the Billing Terms List
            • Billing Terms List General Tab
          • Fee Remaining Report
            • Display the Fee Remaining Report
            • Fee Remaining General Tab
            • Fee Remaining Columns
          • Invoice Approval
            • Display the Invoice Approval
            • Invoice Approval General Tab
            • Invoice Approval Columns Tab
          • Missing Billing Terms List
            • Display the Missing Billing Terms List
            • Missing Billing Terms List General Tab
            • Missing Billing Terms List Columns
          • Unbilled Detail and Aging Report
            • Display the Unbilled Detail and Aging Report
            • Unbilled Detail and Aging General Tab
            • Unbilled Detail and Aging Options Tab
            • Unbilled Detail and Aging Columns Tab
            • Unbilled Reports Additional Columns
          • Unbilled Summary Report
            • Display the Unbilled Summary Report
            • Unbilled Summary General Tab
            • Unbilled Summary Options Tab
            • Unbilled Summary Columns Tab
            • Unbilled Reports Additional Columns
        • Client Reports Overview
          • Client List: Combined Client and Vendor Records
          • Client Summary: Combined Client and Vendor Records
          • Client Employee Assignment and Activity Status
            • Display the Client Employee Assignment and Activity Status
            • Client Employee Assignment and Activity Status General Tab
            • Client Employee Assignment and Activity Status Columns
          • Client Audit
            • Display the Client Audit
            • Client Audit General Tab
            • Client Audit Columns
          • Client Audit Detail
            • Display the Client Audit Detail
            • Client Audit Detail General Tab
            • Client Audit Detail Columns
          • Client List
            • Display the Client List
            • Client List General Tab
            • Client List Columns Tab
          • Client Mailing Labels
            • Display the Client Mailing Labels Report
            • Client Mailing Labels General Tab
          • Client Summary
            • Display the Client Summary
            • Client Summary General Tab
            • Client Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
        • Configuration Reports Overview
          • Field Security Report
            • Display the Field Security Report
            • Field Security Columns
          • Role Audit
            • Display the Role Audit
            • Role Audit Columns
          • Role Audit Detail
            • Display the Role Audit Detail
            • Role Audit Detail Columns
          • Role Summary Report
            • Display the Role Summary Report
            • Role Summary Report Options
          • User Accounts Report
            • Display the User Accounts Report
            • User Accounts Report Columns
          • User Audit
            • Display the User Audit
            • User Audit Columns
          • User Audit Detail
            • Display the User Audit Detail
            • User Audit Detail Columns
          • Screen Designer Audit
            • Display the Screen Designer Audit
          • Screen Designer Audit Detail
            • Display the Screen Designer Audit Detail
          • Period Audit
            • Display the Period Audit Report
            • Period Audit Columns
          • Period Exchange Rate Audit
            • Display the Period Exchange Rate Audit
          • Period Exchange Rate Audit Detail
            • Display the Period Exchange Rate Audit Detail Report
          • Daily Exchange Rate Audit
            • Display the Daily Exchange Rate Audit
          • Daily Exchange Rate Audit Detail
            • Display the Daily Exchange Rate Audit Detail
        • Contact Reports Overview
          • Contact Audit
            • Display the Contact Audit
            • Contact Audit General Tab
            • Contact Audit Columns
          • Contact Audit Detail
            • Display the Contact Audit Detail
            • Contact Audit Detail General Tab
            • Contact Audit Detail Columns
          • Contact List
            • Display the Contact List
            • Contact List General Tab
            • Contact List Columns Tab
          • Contact Mailing Labels
            • Display the Contact Mailing Labels
            • Contact Mailing Labels General Tab
          • Contact Summary
            • Display the Contact Summary
            • Contact Summary General Tab
            • Contact Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
        • Data Export Reports Overview
          • Display the Data Export Reports
          • Accounts Payable Export
          • Accounts Receivable Export
          • Asset Item Export
            • Asset Item Export General Tab
            • Asset Item Export Columns Tab
          • Client Export
          • Contact Export
          • Employee Export
          • General Ledger Export
          • Lead Export
          • Marketing Campaign Export
          • Opportunity Export
          • Payroll Export
            • Payroll Export General Tab
            • Payroll Export Columns Tab
          • Project Expense Export
          • Project Labor Export
          • Project List Export
          • Project Summary Export
          • Vendor List Export
        • Employee Reports Overview
          • Accrued Time Report
            • Display the Accrued Time Report
            • Accrued Time General Tab
            • Accrued Time Columns Tab
          • CRM Employee Summary
            • Display the CRM Employee Summary
            • CRM Employee Summary General Tab
            • CRM Employee Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
          • Employee Audit
            • Display the Employee Audit
            • Employee Audit General Tab
            • Employee Audit Columns
          • Employee Audit Detail
            • Display the Employee Audit Detail
            • Employee Audit Detail General Tab
            • Employee Audit Detail Columns
          • Employee Labor Audit
            • Display the Employee Labor Audit
            • Employee Labor Audit General Tab
            • Employee Labor Audit Columns Tab
          • Employee Labor Detail
            • Employee Labor Detail Realization Amount Currency
            • Display the Employee Labor Detail
            • Employee Labor Detail General Tab
            • Employee Labor Detail Labor Code Tab
            • Employee Labor Detail Columns Tab
          • Employee Labor Summary
            • Display the Employee Labor Summary
            • Employee Labor Summary General Tab
            • Employee Labor Summary Columns
          • Employee Ledger
            • Display the Employee Ledger
            • Employee Ledger General Tab
            • Employee Ledger Columns Tab
          • Employee List
            • Display the Employee List
            • Employee List General Tab
            • Employee List Columns Tab
          • Employee Mailing Labels
            • Display the Employee Mailing Labels
            • Employee Mailing Labels General Tab
          • Sales Credit Report
            • Display the Sales Credit Report
            • Sales Credit General Tab
            • Sales Credit Columns Tab
          • Time Analysis
            • Time Analysis Standard Hours Calculation
            • Display the Time Analysis Report
            • Time Analysis General Tab
            • Time Analysis Columns Tab
          • Timesheet Audit Detail Report
            • Display the Timesheet Audit Detail
            • Timesheet Audit Detail General Tab
            • Timesheet Audit Detail Columns
        • Equipment Reports Overview
          • Asset Detail Report
            • Display the Asset Detail Report
            • Asset Detail General Tab
          • Equipment List Report
            • Display the Equipment List Report
            • Equipment List General Tab
            • Equipment List Columns Tab
          • Asset Summary Report
            • Display the Asset Summary Report
            • Asset Summary General Tab
            • Asset Summary Columns Tab
        • Executive Reports Overview
          • Procedures - Formatting the Key Financial Metrics Report
            • Select or Remove Metrics
            • Change the Sequence of the Metrics
            • Edit Headings for Metrics
            • Define the Default Currency Format for a Report
            • Define the Default Date and Time Format for a Report
            • Select a Font
            • Set Margins
            • Select Page Orientation
            • Set Page Size
          • Key Financial Metrics
            • Display the Key Financial Metrics Report
            • Key Financial Metrics: Metrics Tab
            • Key Financial Metrics General Tab
            • Key Financial Metrics General Ledger Tab
            • Key Financial Metrics Project Tab
            • Key Financial Metrics Employee Tab
            • Key Financial Metrics Opportunity Tab
            • Metrics Tab of the Options Dialog Box
          • Project Top-Bottom Performers
            • Display the Project Top-Bottom Performers Report
            • Project Top-Bottom Performers General Tab
            • Project Top-Bottom Performers Columns Tab
          • Opportunity Top-Bottom Performers Report
            • Display the Opportunity Top-Bottom Performers Report
            • Opportunity Top-Bottom Performers General Tab
            • Opportunity Top-Bottom Performers Columns Tab
        • General Ledger Reports Overview
          • Two Levels of Account Groups for Customizing General Ledger Reports
          • Custom Columns for General Ledger Reports
          • Drilling Down from General Ledger Reports
          • Account Analysis
            • Display the Account Analysis
            • Account Analysis General Tab
            • Account Analysis Columns Tab
            • Drill Down Tab of the Options Dialog Box
          • Balance Sheet
            • Display the Balance Sheet
            • Balance Sheet General Tab
            • Balance Sheet Labels Tab
            • Balance Sheet Columns Tab
            • Drill Down Tab of the Options Dialog Box
          • Diary
            • Display the Diary Report
            • Diary General Tab
            • Diary Columns Tab
          • Income Statement
            • Display the Income Statement
            • Income Statement General Tab
            • Income Statement Labels Tab
            • Income Statement Columns Tab
            • Drill Down Tab of the Options Dialog Box
          • Profit Planning Monitor
            • Display the Profit Planning Monitor
            • Profit Planning Monitor General Tab
            • Profit Planning Monitor Labels Tab
            • Profit Planning Monitor Columns Tab
            • Drill Down Tab of the Options Dialog Box
          • Trial Balance
            • Display the Trial Balance
            • Trial Balance General Tab
            • Trial Balance Columns Tab
            • Drill Down Tab of the Options Dialog Box
        • Consolidated General Ledger Reports Overview
          • Consolidated Balance Sheet
            • Display the Consolidated Balance Sheet
            • Consolidated Balance Sheet General Tab
            • Consolidated Balance Sheet Labels Tab
            • Consolidated Balance Sheet Columns Tab
            • Drill Down Tab of the Options Dialog Box
          • Consolidated Eliminations Report
            • Display the Consolidated Eliminations Report
            • Consolidated Eliminations General Tab
            • Consolidated Eliminations Columns Tab
            • Drill Down Tab of the Options Dialog Box
          • Consolidated Income Statement
            • Display the Consolidated Income Statement
            • Consolidated Income Statement General Tab
            • Consolidated Income Statement Labels Tab
            • Consolidated Income Statement Columns Tab
            • Drill Down Tab of the Options Dialog Box
          • Consolidated Profit Planning Monitor
            • Display the Consolidated Profit Planning Monitor
            • Consolidated Profit Planning Monitor General Tab
            • Consolidated Profit Planning Monitor Labels Tab
            • Consolidated Profit Planning Monitor Columns Tab
            • Drill Down Tab of the Options Dialog Box
        • Inventory Reports Overview
          • Inventory Reorder Report
            • Display the Inventory Reorder Report
            • Inventory Reorder General Tab
            • Inventory Reorder Columns Tab
          • Inventory Reservation Pick List
            • Display the Inventory Reservation Pick List
            • Inventory Reservation Pick List General Tab
            • Inventory Reservation Pick List Columns
          • Inventory Stock Status
            • Display the Inventory Stock Status
            • Inventory Stock Status General Tab
            • Inventory Stock Status Columns Tab
          • Inventory Transaction History
            • Display the Inventory Transaction History
            • Inventory Transaction History General Tab
            • Inventory Transaction History Columns Tab
        • Lead Reports Overview
          • Lead Audit
            • Display the Lead Audit
            • Lead Audit General Tab
            • Lead Audit Columns
          • Lead Audit Detail
            • Display the Lead Audit Detail
            • Lead Audit Detail General Tab
            • Lead Audit Detail Columns
          • Lead List
            • Display the Lead List
            • Lead List General Tab
            • Lead List Columns Tab
          • Lead Mailing Labels
            • Display the Lead Mailing Labels
            • Lead Mailing Labels General Tab
          • Lead Summary
            • Display the Lead Summary
            • Lead Summary General Tab
            • Lead Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
        • Marketing Campaign Reports Overview
          • Marketing Campaign Audit
            • Display the Marketing Campaign Audit
            • Marketing Campaign Audit General Tab
            • Marketing Campaign Audit Columns
          • Marketing Campaign Audit Detail
            • Display the Marketing Campaign Audit Detail
            • Marketing Campaign Audit Detail General Tab
            • Marketing Campaign Audit Detail Columns
          • Marketing Campaign List
            • Display the Marketing Campaign List
            • Marketing Campaign List General Tab
            • Marketing Campaign List Columns Tab
          • Marketing Campaign Summary
            • Display the Marketing Campaign Summary
            • Marketing Campaign Summary General Tab
            • Marketing Campaign Summary Columns
            • User Defined Sections Tab of the Options Dialog Box
        • Opportunity Reports Overview
          • Opportunity Audit
            • Display the Opportunity Audit
            • Opportunity Audit General Tab
            • Opportunity Audit Columns
          • Opportunity Audit Detail
            • Display the Opportunity Audit Detail
            • Opportunity Audit Detail General Tab
            • Opportunity Audit Detail Columns
          • Opportunity Forecast
            • Display the Opportunity Forecast
            • Opportunity Forecast General Tab
            • Opportunity Forecast Columns Tab
          • Opportunity Hit Rate List
            • Display the Opportunity Hit Rate List
            • Opportunity Hit Rate List General Tab
            • Opportunity Hit Rate List Columns Tab
          • Opportunity List
            • Display the Opportunity List
            • Opportunity List General Tab
            • Opportunity List Columns Tab
          • Opportunity Fee Estimate
            • Display the Opportunity Fee Estimate
            • Opportunity Fee Estimate General Tab
            • Opportunity Fee Estimate Sections Tab
            • Opportunity Fee Estimate Signature Tab
            • Opportunity Fee Estimate Misc Tab
          • Opportunity Service Estimate
            • Display the Opportunity Service Estimate
            • Opportunity Service Estimate General Tab
            • Opportunity Service Estimate Sections Tab
            • Opportunity Service Estimate Signature Tab
            • Opportunity Service Estimate Misc Tab
          • Opportunity Summary
            • Display the Opportunity Summary
            • Opportunity Summary General Tab
            • Opportunity Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
        • Payroll Reports Overview
          • Contributions by Category Report
            • Display the Contributions by Category Report
            • Contributions by Category General Tab
            • Contributions by Category Columns
          • Employee Payroll List
            • Display the Employee Payroll List
            • Employee Payroll List General Tab
            • Employee Payroll List Columns
          • Form 940 Worksheet
            • Display the Form 940 Worksheet
            • Form 940 Worksheet General Tab
            • Form 940 Worksheet Columns
            • Form 940 Worksheet Summary
          • Form 941 Worksheet
            • Display the Form 941 Worksheet
            • Form 941 Worksheet General Tab
            • Form 941 Worksheet Columns
            • Form 941 Worksheet Summary
          • Payroll Check Register
            • Display the Payroll Check Register
            • Payroll Check Register General Tab
            • Payroll Check Register Columns
          • Payroll Labor Detail
            • Display the Payroll Labor Detail
            • Payroll Labor Detail General Tab
            • Payroll Labor Detail Columns Tab
          • Payroll Locale List
            • Display the Payroll Locale List
            • Payroll Locale List General Tab
            • Payroll Locale List Columns
          • State/Local Income Tax Worksheet
            • Display the State/Local Income Tax Worksheet
            • State/Local Income Tax Worksheet General Tab
            • State/Local Income Tax Worksheet Columns
          • State Unemployment Insurance Worksheet
            • Display the State Unemployment Insurance Worksheet
            • State Unemployment Insurance Worksheet General Tab
            • State Unemployment Insurance Worksheet Columns
            • State Unemployment Insurance Worksheet Summary
          • Withholdings by Category
            • Display the Withholdings by Category Report
            • Withholdings by Category General Tab
            • Withholdings by Category Columns
        • Project Planning Reports Overview
          • Labor Plan Charts
            • Display the Labor Plan Charts
            • Labor Plan Charts General Tab
            • Labor Plan Charts Columns Tab
          • Labor Plan EVT Charts
            • Display the Labor Plan EVT Charts
            • Labor Plan EVT Charts General Tab
            • Labor Plan EVT Charts Date Basis Tab
            • Labor Plan EVT Charts Columns
          • Labor Plan Summary
            • Display the Labor Plan Summary
            • Labor Plan Summary General Tab
            • Labor Plan Summary Date Basis Tab
            • Labor Plan Summary Columns Tab
          • Labor Resource Actuals
            • Display the Labor Resource Actuals Report
            • Labor Resource Actuals General Tab
            • Labor Resource Actuals Columns Tab
          • Labor Resource Forecast
            • Display the Labor Resource Forecast
            • Labor Resource Forecast General Tab
            • Labor Resource Forecast Options Tab
            • Labor Resource Forecast Columns Tab
          • Labor Resource Planned and Actuals
            • Display the Labor Resource Planned and Actuals Report
            • Labor Resource Planned and Actuals General Tab
            • Labor Resource Planned and Actuals Options Tab
            • Labor Resource Planned and Actuals Columns Tab
          • Labor Resource Requirements
            • Display the Labor Resource Requirements Report
            • Labor Resource Requirements General Tab
            • Labor Resource Requirements Options Tab
            • Labor Resource Requirements Columns Tab
          • Project Planning Analysis
            • Display the Project Planning Analysis
            • Project Planning Analysis General Tab
            • Project Planning Analysis Options Tab
            • Project Planning Analysis Date Basis Tab
            • Project Planning Analysis Columns Tab
          • Project Planning List
            • Display the Project Planning List
            • Project Planning List General Tab
            • Project Planning List Columns Tab
          • Project Planning Performance
            • Display the Project Planning Performance Report
            • Project Planning Performance General Tab
            • Project Planning Performance Options Tab
            • Project Planning Performance Labor and Expense Tab
            • Project Planning Performance Date Basis Tab
            • Project Planning Performance Columns Tab
          • Project Planning Schedule
            • Display the Project Planning Schedule
            • Project Planning Schedule General Tab
            • Project Planning Schedule Options Tab
          • Resource Utilization by Organization
            • Display the Resource Utilization by Organization Report
            • Resource Utilization by Organization General Tab
            • Resource Utilization by Organization Inclusions Tab
            • Resource Utilization by Organization Sorting Grouping Tab
            • Resource Utilization by Organization Columns Tab
            • Resource Utilization by Organization Graph Tab
            • Resource Utilization by Organization If You Base the Graph on FTE Values
        • Project Reports Overview
          • Percent Complete Reported Columns
          • Sorting and Grouping Data on Project Reports
          • Budget Worksheet
            • Display the Budget Worksheet
            • Budget Worksheet General Tab
            • Budget Worksheet Columns
          • Consultant Ledger
            • Display the Consultant Ledger
            • Consultant Ledger General Tab
            • Consultant Ledger Columns
          • Contract Management Report
            • Display the Contract Management Report
            • Contract Management General Tab
            • Contract Management Columns Tab
          • CRM Project Summary
            • Display the CRM Project Summary
            • CRM Project Summary General Tab
            • CRM Project Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
          • Expense Detail
            • Display the Expense Detail
            • Expense Detail General Tab
            • Activity Tab of the Options Dialog Box
            • Expense Detail Expense Tab
            • Expense Detail Columns Tab
          • Expense Summary
            • Display the Expense Summary
            • Expense Summary General Tab
            • Activity Tab of the Options Dialog Box
            • Expense Summary Budget and Expense Tab
            • Expense Summary Columns Tab
          • Labor Detail
            • Display the Labor Detail Report
            • Labor Detail General Tab
            • Activity Tab of the Options Dialog Box
            • Labor Detail Columns Tab
          • Labor Summary
            • Display the Labor Summary
            • Labor Summary General Tab
            • Activity Tab of the Options Dialog Box
            • Labor Summary Budget Tab
            • Labor Summary Columns Tab
          • Office Earnings
            • Display the Office Earnings Report
            • Office Earnings General Tab
            • Activity Tab of the Options Dialog Box
            • Office Earnings Budget Tab
            • Office Earnings Columns Tab
          • Project Audit
            • Display the Project Audit
            • Project Audit General Tab
            • Project Audit Columns
          • Project Audit Detail
            • Display the Project Audit Detail
            • Project Audit Detail General Tab
            • Project Audit Detail Columns
          • Project Detail
            • Display the Project Detail
            • Project Detail General Tab
            • Project Detail Options Tab
            • Activity Tab of the Options Dialog Box
            • Project Detail Labor and Expense Tab
            • Project Detail Columns Tab
          • Project Earnings
            • Display the Project Earnings Report
            • Project Earnings General Tab
            • Activity Tab of the Options Dialog Box
            • Project Earnings Budget Tab
            • Project Earnings Columns Tab
          • Project List
            • Display the Project List
            • Project List General Tab
            • Activity Tab of the Options Dialog Box
            • Project List Columns Tab
          • Project Progress
            • Display the Project Progress
            • Project Progress General Tab
            • Activity Tab of the Options Dialog Box
            • Project Progress Labor and Expense Tab
            • Project Progress Budget Tab
            • Project Progress Columns Tab
          • Project Summary
            • Display the Project Summary
            • Project Summary General Tab
            • Activity Tab of the Options Dialog Box
            • Project Summary Budget and Expense Tab
            • Project Summary Columns Tab
          • Project Template Audit
            • Display the Project Template Audit
            • Project Template Audit General Tab
            • Project Template Audit Columns
          • Project Template Audit Detail
            • Display the Project Template Audit Detail
            • Project Template Audit Detail General Tab
            • Project Template Audit Detail Columns
          • Unposted Labor
            • Display the Unposted Labor Report
            • Unposted Labor General Tab
            • Unposted Labor Columns Tab
          • Vouchers by Project
            • Display the Vouchers by Project Report
            • Vouchers by Project General Tab
            • Vouchers by Project Columns
        • Purchasing Reports Overview
          • Blanket Purchase Orders Report
            • Display the Blanket Purchase Orders Report
            • Blanket Purchase Orders General Tab
            • Blanket Purchase Orders Columns Tab
          • Item by Vendor
            • Display the Item by Vendor Report
            • Item by Vendor General Tab
            • Item by Vendor Columns Tab
          • Open Purchase Orders
            • Display the Open Purchase Orders
            • Open Purchase Orders General Tab
            • Open Purchase Orders Columns Tab
          • Purchase Order Cost Distribution Detail
            • Display the Purchase Order Cost Distribution Detail
            • Purchase Order Cost Distribution Detail General Tab
            • Purchase Order Cost Distribution Detail Columns Tab
          • Purchase Order Detail
            • Display the Purchase Order Detail
            • Purchase Order Detail General Tab
            • Purchase Order Detail Columns
          • Purchase Order Form
            • Display the Purchase Order Form
            • Purchase Order Form General Tab
            • Purchase Order Form Columns
          • Purchase Order Status
            • Display the Purchase Order Status Report
            • Purchase Order Status General Tab
            • Purchase Order Status Columns
          • Purchase Requisition and Price Quote
            • Display the Purchase Requisition and Price Quote
            • Purchase Requisition and Price Quote General Tab
            • Purchase Requisition and Price Quote Columns
          • Purchase Requisition Form
            • Display the Purchase Requisition Form
            • Purchase Requisition Form General Tab
            • Purchase Requisition Form Columns
          • Purchase Requisition Status
            • Display the Purchase Requisition Status Report
            • Purchase Requisition Status General Tab
            • Purchase Requisition Status Columns
          • Received Purchase Order Items
            • Display the Received Purchase Order Items Report
            • Received Purchase Order Items General Tab
            • Received Purchase Order Items Columns Tab
          • Request for Price Quote Form
            • Display the Request for Price Quote Form
            • Request for Price Quote Form General Tab
            • Request for Price Quote Form Columns
          • Request for Price Quote Status
            • Display the Request for Price Quote Status Report
            • Request for Price Quote Status General Tab
            • Request for Price Quote Status Columns
          • Vouchered Purchase Order Items
            • Display the Vouchered Purchase Order Items Report
            • Vouchered Purchase Order Items General Tab
            • Vouchered Purchase Order Items Columns Tab
        • Text Library Reports Overview
          • Text Library Audit
            • Display the Text Library Audit
            • Text Library Audit General Tab
            • Text Library Audit Columns
          • Text Library Audit Detail
            • Display the Text Library Audit Detail
            • Text Library Audit Detail General Tab
            • Text Library Audit Detail Columns
          • Text Library List
            • Display the Text Library List
            • Text Library List General Tab
            • Text Library List Columns Tab
          • Text Library Summary
            • Display the Text Library Summary
            • Text Library Summary General Tab
            • Text Library Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
        • Unit Reports Overview
          • Unit Audit
            • Display the Unit Audit
            • Unit Audit General Tab
            • Unit Audit Columns
          • Unit Audit Detail
            • Display the Unit Audit Detail
            • Unit Audit Detail General Tab
            • Unit Audit Detail Columns
          • Unit Detail Report
            • Display the Unit Detail
            • Unit Detail General Tab
            • Unit Detail Columns Tab
          • Unit List
            • Display the Unit List
            • Unit List General Tab
            • Unit List Columns
        • User-Defined Info Center Reports Overview
          • User-Defined Info Center Audit Report
            • Display the User-Defined Info Center Audit
            • User-Defined Info Center Audit General Tab
            • User-Defined Info Center Audit Columns
          • User-Defined Info Center Audit Detail
            • Display the User-Defined Info Center Audit Detail
            • User-Defined Info Center Audit Detail General Tab
            • User-Defined Info Center Audit Detail Columns
          • User-Defined Info Center List
            • Display the User-Defined Info Center List
            • User-Defined Info Center List General Tab
            • User-Defined Info Center List Columns Tab
          • User-Defined Info Center Summary
            • Display the User-Defined Info Center Summary
            • User-Defined Info Center Summary General Tab
            • User-Defined Info Center Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
        • Vendor Reports Overview
          • Cash Requirements
            • Display the Cash Requirements Report
            • Cash Requirements General Tab
            • Cash Requirements Columns
          • Cash Requirements Bank Summary
            • Display the Cash Requirements Bank Summary
            • Cash Requirements Bank Summary General Tab
            • Cash Requirements Bank Summary Columns
          • CRM Vendor Summary
            • Display the CRM Vendor Summary
            • CRM Vendor Summary General Tab
            • CRM Vendor Summary Columns Tab
            • User Defined Sections Tab of the Options Dialog Box
          • Vendor Audit
            • Display the Vendor Audit
            • Vendor Audit General Tab
            • Vendor Audit Columns
          • Vendor Audit Detail
            • Display the Vendor Audit Detail
            • Vendor Audit Detail General Tab
            • Vendor Audit Detail Columns
          • Vendor List
            • Display the Vendor List
            • Vendor List General Tab
            • Vendor List Columns Tab
          • Vendor Mailing Labels
            • Display the Vendor Mailing Labels
            • Vendor Mailing Labels General Tab
          • Vendor Summary
            • Display the Vendor Summary
            • Vendor Summary General Tab
            • Vendor Summary Columns
          • Voucher Ledger
            • Display the Voucher Ledger
            • Voucher Ledger General Tab
            • Voucher Ledger Columns
          • Voucher Schedule
            • Display the Voucher Schedule
            • Voucher Schedule General Tab
            • Voucher Schedule Columns
      • Performance Management Overview
        • Visualization Overview
          • Visualization Window Sliders
          • Grouping Data on Visualization Maps
          • Procedures - Creating and Working with Visualizations
            • Create a Visualization Map
            • View a Visualization Map
            • Select a Visualization Map Style
            • View Metric Values in a Visualization Map
            • Compare Metric Values of Two Blocks in a Visualization Map
            • Compare the Metric Value of One Block to a Group of Blocks
            • Change the Size Metric for a Visualization Map
            • Zoom In on a Part of a Visualization Map
            • Magnify a Part of a Visualization Map
            • Drill Down to a Report from a Visualization Map
            • Change the Order of Blocks in a Visualization Map
            • Save a Version of a Visualization Map
            • Display a Saved Version of a Visualization Map
          • Procedures - Filtering Data on Visualizations
            • Filter a Visualization Map by Grouping Category
            • Filter a Visualization Map by Size Metric
            • Filter a Visualization Map by Color Metric
            • Select a Filter Mode for a Visualization Map
          • Procedures - Grouping Data on Visualizations
            • Change the Primary Grouping Category for a Visualization Map
            • Modify the Order of Categories in the Grouping Hierarchy for a Visualization Map
            • Add an Inner Grouping Level for a Visualization Map
            • Remove a Grouping Level from a Visualization Map
            • Add an Outer Grouping Level for a Visualization Map
            • Collapse a Group in a Visualization Map
            • Expand a Group in a Visualization Map
          • Procedures - Setting Colors for Visualizations
            • Change the Metric for Color
            • Change the Base Colors on the Options Dialog Box
            • Change the Base Colors on the Visualization Window
            • Change the Range of Values to Which the Color Gradient Applies on the Options Dialog Box
            • Change the Range of Values to Which the Color Gradient Applies in the Visualization Window
            • Change the Method for Determining the Center Color Value
            • Change the Center Color Value on the Visualization Window
          • Screens
            • Visualization Window
            • Visualization Window Sliders
            • Project Visualization
              • Display the Project Visualization
              • Project Visualization General Tab
              • Project Visualization Grouping Tab
              • Project Visualization Metrics Tab
              • Project Visualization Drill Down Reports Tab
            • Opportunity Visualization
              • Display the Opportunity Visualization
              • Opportunity Visualization General Tab
              • Opportunity Visualization Grouping Tab
              • Opportunity Visualization Metrics Tab
              • Opportunity Visualization Drill Down Reports Tab
            • Project Planning Visualization
              • Display the Project Planning Visualization
              • Project Planning Visualization General Tab
              • Project Planning Visualization Grouping Tab
              • Project Planning Visualization Metrics Tab
              • Project Planning Visualization Drill Down Reports Tab
            • Add/Modify Calculated Field Dialog Box for Visualizations
        • Performance Management Dashboards Overview
          • Performance Dashboards as Dashparts
          • Performance Management Reports
          • Procedures
            • Making Performance Dashboards Available in Vision
              • Make Performance Dashboards Available as Web Dashparts for All or Selected Roles
              • Make Performance Dashboards Available as Web Dashparts by Saving Your Vision Dashboard
              • Add or Remove Access to a Performance Dashboard Dashpart for a Vision Role
              • Add an Existing Performance Dashboard Dashpart to Your Vision Dashboard
              • Create a New Performance Dashboard Dashpart for Your Vision Dashboard
            • Sharing Performance Dashboards with Others
              • Send a Link to a Performance Dashboard View in Email
              • Embed a Dashboard View in a Web Page
            • Creating and Using Custom Views
              • Create a Custom View for a Performance Dashboard
              • Display a Custom View for a Performance Dashboard
              • Change the Default View for a Performance Dashboard
              • Make a Custom View Available to Other Dashboard Users
              • Rename a Custom View
              • Delete a Custom View
            • Exporting Dashboard Images
              • Export a Performance Dashboard as an Image File
              • Export a Performance Dashboard as a .PDF File
            • Filtering Performance Dashboards
              • Select Filter Values for a Performance Dashboard
              • Search for a Filter Value for a Performance Dashboard
              • Show Fewer or More Filter Values for a Performance Dashboard
              • Remove All Filters and Selections for a Performance Dashboard
            • Analyzing Dashboard Data
              • Drill Down to More Detailed Data on Performance Dashboards
              • Display Numeric Data Values for a Performance Dashboard Chart
              • Focus a Chart on Selected Data Marks
              • Exclude Selected Data Marks from a Performance Dashboard Chart
              • Change the Sort Order for a Performance Dashboard Chart
            • Refreshing Dashboard Data
              • Refresh Data for the Dashboard View
              • Pause Automatic Updates
          • Sample Performance Dashboards Overview
            • Business Development Manager Performance Dashboards Overview
              • BD Manager Sample – Opportunity Wins and Projections Performance Dashboard
              • BD Manager Sample – Pipeline Revenue Performance Dashboard
              • BD Manager Sample – Promotional Costs Performance Dashboard
            • Executive Performance Dashboards Overview
              • Executive Sample – Accounts Receivable and Promotional Costs Performance Dashboard
              • Executive Sample – Days Outstanding Metrics Performance Dashboard
              • Executive Sample – Opportunity Wins and Projections Performance Dashboard
              • Executive Sample – Pipeline Revenue Performance Dashboard
              • Executive Sample – Profit Drilldown Performance Dashboard
              • Executive Sample – Project Status Performance Dashboard
              • Executive Sample – Revenue Analysis Performance Dashboard
              • Executive Sample – Trends and Multipliers Performance Dashboard
              • Executive Sample – Utilization and Realization Performance Dashboard
            • Finance Performance Dashboards Overview
              • Finance Charts Sample – Balance Sheet Charts Performance Dashboard
              • Finance Charts Sample – Income Charts Performance Dashboard
            • Organization Manager Performance Dashboards Overview
              • Organization Manager Sample – AR Trending Performance Dashboard
              • Organization Manager Sample – Charts at Billing Performance Dashboard
              • Organization Manager Sample – Charts at Cost Performance Dashboard
              • Organization Manager Sample – Days Outstanding Metrics Performance Dashboard
              • Organization Manager Sample – Opportunity Wins and Projections Performance Dashboard
              • Organization Manager Sample – Pipeline Revenue Performance Dashboard
              • Organization Manager Sample – Profit Drilldown Performance Dashboard
              • Organization Manager Sample – Project Status Performance Dashboard
              • Organization Manager Sample – Variance Drilldown Performance Dashboard
            • Principal Performance Dashboards Overview
              • Principal Sample – AR Trending Performance Dashboard
              • Principal Sample – Charts at Billing Performance Dashboard
              • Principal Sample – Charts at Cost Performance Dashboard
              • Principal Sample – Days Outstanding Metrics Performance Dashboard
              • Principal Sample – Opportunity Wins and Projections Performance Dashboard
              • Principal Sample – Pipeline Revenue Performance Dashboard
              • Principal Profit Drilldown Performance Dashboard
              • Principal Sample – Project Status Performance Dashboard
              • Principal Sample – Variance Drilldown Performance Dashboard
            • Project Manager Performance Dashboards Overview
              • Project Manager Sample – Charts at Billing Performance Dashboard
              • Project Manager Sample – Charts at Cost Performance Dashboard
              • Project Manager Sample – Days Outstanding Metrics Performance Dashboard
              • Project Manager Sample – Profit Drilldown Performance Dashboard
              • Project Manager Sample – Project AR Performance Dashboard
              • Project Manager Sample – Project Status Performance Dashboard
              • Project Manager Sample – Variance Drilldown Performance Dashboard
            • Resource Manager Performance Dashboards Overview
              • Resource Manager Sample – Opportunity Wins and Projections Performance Dashboard
              • Resource Manager Sample – Pipeline Revenue Performance Dashboard
              • Resource Manager Sample – Utilization and Realization Performance Dashboard
      • Analysis Cubes Overview
        • Analysis Cubes Configuration
        • Analysis Cubes and Security
        • Refreshing Data Cubes
        • Custom Reports and Multiple Languages
        • Vision OLAP Data Cubes
          • Microsoft SQL Server Edition Dependencies
          • Valid Dimension and Measure Combinations on Reports
            • Project Data Cubes Valid Measures and Dimensions
            • General Ledger Data Cubes Valid Measures and Dimensions
          • Measures that Can Be Displayed in a Presentation Currency
            • Project Data Cube Measures That Can Be Displayed in a Presentation Currency
            • General Ledger Data Cube Measures That Can Be Displayed in a Presentation Currency
          • Project OLAP Data Cube
            • Project Data Cube Dimensions
            • Project Data Cube Measures
          • General Ledger Data Cube
            • General Ledger Data Cube Dimensions
            • General Ledger Data Cube Measures
            • General Ledger Cube Report Tips
          • Procedures
            • Reapply User-Defined Field Labels in Data Cubes
        • Custom Reports and Analysis Cubes
          • Measures and Dimensions in Reports
          • Dimension Records that You Can View on Reports
          • Sharing Vision Custom Reports with Others
          • Custom Reports and Multiple Languages
          • Empty or Unknown Items on a Report
          • Example of Sharing Vision Custom Reports
          • Tooltip Pop-Up Windows
          • PivotTable Field List Tips
          • Filtering an Excel Report
          • Excel Help Topics
          • How to Find Help Topics in Excel
          • Troubleshoot Custom Reports Created with Analysis Cubes
          • Procedures
            • Create a Vision Custom Report in Excel 2007
            • Connect to a Vision Data Cube for the First Time in Excel 2007
            • Add a Locale Identifier Code to the .ODC file
            • Reconnect to a Vision Data Cube in Excel 2007
            • Filter a Report with Values
            • Filter a Report with Dimensions
            • Apply a Filter to the Entire Report
            • Remove a Filter
            • Sort Data in an Excel Report
            • Move Fields in an Excel Report
            • Reorder Rows and Columns in an Excel Report
            • View Transaction Detail on a Report
            • View Vision Records from a Custom Report
            • Refresh Data in a Previously Saved Vision Custom Report
          • Procedures - Pivot Table Field List
            • Redisplay the Excel PivotTable Field List
            • Add the Excel PivotTable Field List to the Quick Access Toolbar
            • Hide the PivotTable Field List
          • Procedures - Formatting Custom Reports in Excel
            • Modify Number Formatting
            • Select Table Styles and Colors
            • Replace Blanks with Zeros
            • Rename a Field (Value or Dimension Cell)
            • Insert a Page Break After Each Item
            • Add a Blank Line Between Grouped Items
            • Expand or Collapse Report Detail
            • Add or Remove the Ability to Expand or Collapse Items
            • Specify Subtotal and Grand Total Options
            • Repeat Row Labels on Each Printed Page
            • Format Cells
            • Move the PivotTable
            • Add Conditional Formatting
            • Add a PivotChart
          • Excel PivotTable Field List
      • Custom Reports Created with SQL Server Reporting Services
    • Utilities Overview
      • Change Company Utility
        • How to...
          • Change Company
        • Fields and Options
          • Company Selection Dialog Box
      • Change Period Utility
        • How to...
          • Change Period
        • Fields and Options
          • Period Selection Dialog Box
      • Open New Period Utility
        • How to...
          • Open a New Period
        • Fields and Options
          • Open New Period Dialog Box
      • Period Setup Utility
        • How to...
          • Set Up Periods
        • Fields and Options
          • Period Setup Form
            • Display the Period Setup Form
            • Contents of the Period Setup Form
        • Learn More About...
          • Posting Log Review
      • Open New Benefit Year Utility
        • How to...
          • Open a New Benefit Year
        • Fields and Options
          • Open New Benefit Accrual Year Dialog Box
      • Open New W-2 Quarter Utility
        • How to...
          • Open a New W-2 Quarter
        • Fields and Options
          • Open New W-2 Quarter Dialog Box
      • 1099 Initialization Utility
        • How to...
          • Initialize 1099 Data
        • Fields and Options
          • 1099 Initialization Dialog Box
      • User Activity Utility
        • How to...
          • View User Activity
          • Disable User Logins
          • Enable User Logins
          • Send an Email Message to Users
        • Fields and Options
          • User Activity Form
            • Display the User Activity Form
            • Toolbar of the User Activity Form
            • Contents of the User Activity Form
      • Advanced Utilities Overview
        • Posted Transaction Files Utility
          • How to...
            • Access Posted Transaction Files
          • Fields and Options
            • Posted Transaction Files Form
              • Display the Posted Transaction Files Form
              • Toolbar of the Posted Transaction Files Form
              • Contents of the Posted Transaction Files Form
        • Undo Posting Utility
          • How to...
            • Undo a Completed Posting
          • Fields and Options
            • Undo Posting Form
              • Display the Undo Posting Form
              • Toolbar of the Undo Posting Form
              • Contents of the Undo Posting Form
          • Learn More About...
            • Undoing Postings and Intercompany Billing
            • Undoing an AP Voucher Posting that Has Asset Items
        • Locked Transaction Files Utility
          • How to...
            • Unlock Locked Transaction Files
          • Fields and Options
            • Locked Transaction Files Form
              • Display the Locked Transaction Files Form
              • Toolbar of the Locked Transaction Files Form
              • Contents of the Locked Transaction Files Form
        • Incomplete Postings Utility
          • How to...
            • Access Incomplete Postings
          • Fields and Options
            • Incomplete Postings Form
              • Display the Incomplete Postings Form
              • Toolbar of the Incomplete Postings Form
              • Contents of the Incomplete Postings Form
        • File Reconciliation Report Utility
          • How to...
            • Print the File Reconciliation Report
        • Tolerance Report Utility
          • How to...
            • Print the Tolerance Report
          • Learn More About...
            • Tolerance Report
        • Translation Analysis Utility
          • How to...
            • Print the Translation Analysis Report
        • Data Import Utility
          • How to...
            • Import Text Files
            • Import ODBC DSN Files
          • Fields and Options
            • Import Utility Form
              • Display the Import Utility Form
              • Main Tab of Import Utility Form
              • Text File Fields Mapping Tab of Import Utility
              • ODBC DSN Fields Mapping Tab of Import Utility
            • Import from a Text File Dialog Box
            • Import Utility Dialog Box
            • Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box
          • Learn More About...
            • Data Import Security
            • Preparing Files for Import
            • Validating Data
            • Vision Table Names
            • Table Formats Overview
              • Info Center Tables
                • Clients Table Formats (CL)
                • Custom Grid for Clients Table Formats ClientCustomTabFields)
                • Clients Address Table Formats (CLAddress)
                • Clients File Links Table Formats (ClientFileLinks)
                • Employees Table Formats (EM)
                • Custom Grid for Employees Table Formats (EmployeeCustomTabFields)
                • Employees Education Table Formats (EMDegree)
                • Employees Licenses Table Formats (EMRegistration)
                • Employees Skills Table Formats (EMSkills)
                • Employees Direct Deposit Table Formats (EMDirectDeposit)
                • Employees Resumes Table Formats (EMResume)
                • Employees File Links Table Formats (EmployeeFileLinks)
                • Employees - Clients Table Formats (EMClientAssoc)
                • Employees - Contacts Table Formats (EMContactAssoc)
                • Opportunities Table Formats (Opportunity)
                • Custom Grid for Opportunities Table Formats (OpportunityCustomTabFields)
                • Opportunities Project Codes Table Formats (OpportunityProjectCodes)
                • Opportunities Proposals Table Formats (OpportunityProposals)
                • Opportunities File Links Table Formats (OpportunityFileLinks)
                • Opportunities - Clients Table Formats (OpportunityClientAssoc)
                • Opportunities - Contacts Table Formats (OpportunityContactAssoc)
                • Opportunities - Employees Table Formats (OpportunityEMAssoc)
                • Opportunities - Vendors Table Formats (OpportunityVEAssoc)
                • Contacts Table Formats (Contacts)
                • Custom Grid for Contacts Table Formats (ContactCustomTabFields)
                • Contacts File Links Table Formats (ContactsFileLinks)
                • Contacts More Info Table Formats (ContactMoreInfo)
                • Projects Table Formats (PR)
                • Custom Grid for Projects Table Formats (ProjectCustomTabFields)
                • Projects Codes Table Formats (PRProjectCodes)
                • Projects Descriptions Table Formats (PRDescriptions)
                • Projects Awards Table Formats (PRAwards)
                • Projects File Links Table Formats (PRFileLinks)
                • Projects - Clients Table Formats (PRClientAssoc)
                • Projects - Contacts Table Formats (PRContactAssoc)
                • Projects - Employees Table Formats (EMProjectAssoc)
                • Projects - Contracts Table Format
                • Projects - Contract Details Table Formats
                • Projects - Contract Credit Table Formats
                • Leads Table Formats (Leads)
                • Custom Grid for Leads Table Formats (LeadCustomTabFields)
                • Leads File Links Table Formats (LeadFileLinks)
                • Leads - Activities Table Formats (ActivityLeads)
                • Marketing Campaigns Table Formats (MktCampaign)
                • Custom Grid for Marketing Campaigns Table Formats (MktCampaignCustomTabFields)
                • Marketing Campaigns File Links Table Formats (MktCampaignFileLinks)
                • Marketing Campaigns - Leads Table Formats (MktCampaignLeads)
                • Marketing Campaigns - Opportunities Table Formats (MktCampaignOppAssoc)
                • Marketing Campaigns - Projects Table Formats (MktCampaignProjectAssoc)
                • Vendors Table Formats (VE)
                • Custom Grid for Vendors Table Formats (VendorCustomTabFields)
                • Vendors Address Table Formats (VEAddress)
                • Vendors File Links Table Formats (VEFileLinks)
                • Vendors - WBS1s Table Formats (VEProjectAssoc)
                • Units Table Format (UN)
                • Accounts Table Formats (CA)
                • Custom Grid for Chart of Accounts Table Formats (AccountCustomTabFields)
              • Non-Info Center Tables
                • Activities Table Formats (Activity)
                • Project Overhead Table Formats (ProjectOverhead)
                • Unbilled Revenue Table Formats (UnbilledRevenue)
                • Billing Terms Projects Table Formats (BillingTerm)
                • Billing Groups (Main Projects) Table Formats (BillingGroupsMain)
                • Billing Groups (Sub Projects) Table Formats (BillingGroupsSub)
                • Corporate Budgets Table Formats (CorporateBudgets)
                • Labor Budgets Table Formats (LaborBudgets)
                • Expense Budgets Table Formats (ExpenseBudgets)
                • Project Labor Table Formats (ProjectLabor)
                • Project Expenses Table Formats (ProjectExpense)
                • Project Invoices Table Formats (ProjectInvoice)
                • Project Receipts Table Formats (ProjectReceipt)
                • General Ledger Account Balances Table Formats (AccountBalance)
                • Accounts Payable Vouchers Table Formats (APVoucher)
                • Accounts Payable Voucher Line Items Table Formats (APVoucherLine)
                • Accounts Payable Payments Table Formats (APPayment)
                • Project Plan Table Formats (RPPlan)
                • Project Plan - Task Table Formats (RPTask)
                • Project Plan - Assignment Table Formats (RPAssignment)
                • Project Plan - Planned Labor Table Formats (RPPlannedLabor)
                • Project Plan - Baseline Labor Table Formats (RPBaselineLabor)
                • Project Plan - Expense Table Formats (RPExpense)
                • Project Plan - Planned Expense Table Formats (RPPlannedExpenses)
                • Project Plan - Baseline Expense Table Formats (RPBaselineExpenses)
                • Project Plan - Consultant Table Formats (RPConsultant)
                • Project Plan - Planned Consultant Table Formats (RPPlannedConsultant)
                • Project Plan - Baseline Consultant Table Formats (RPBaselineConsultant)
                • Timesheet Data Entry Table Formats (DETimesheet)
                • Journal Entry Data Entry Table Formats (DEJournalEntry)
                • Miscellaneous Data Entry Table Formats (DEMiscellaneous)
                • Unit Data Entry Table Formats (DEUnit)
                • Employee Expense Report Data Entry Table Formats (DEEmployeeExpense)
                • Prints and Reproductions Data Entry Table Formats (DEPrints)
                • AP Voucher Data Entry Table Formats (DEVoucher)
                • Invoice Data Entry Table Formats
                • Cash Receipts Data Entry Table Formats
                • AP Disbursement Data Entry Table Formats
                • Cash Disbursement Data Entry Table Formats
                • FAS Depreciation Entry Table Formats (DEDeprec)
                • Items Table Formats (Items)
                • Items Company Table Formats (CompanyItem)
                • Items Vendors Table Formats (VendorItem)
                • Purchase Order Master Information Table Formats (POMaster)
                • Purchase Order Line Item Information Table Formats (PODetail)
                • Purchase Order Item Detail Cost Distribution Table Formats (POCostDetail)
                • Purchase Order Default Project Distribution Table Formats (POWBS)
                • Project Company Access Table Formats (PRChargeCompanies)
        • Upload Adv Invoices
          • How to...
            • Upload Advantage Invoices
        • Project Closeout Utility
          • How to...
            • Close Out Projects
          • Learn More About...
            • Closing Out Projects with Tasks
        • AR Paid Update Utility
          • How to...
            • Update the Accounts Receivable Table (AR Paid Update)
        • VO Paid Update Utility
          • How to...
            • Update the Voucher Table (VO Paid Update)
        • EX Paid Update Utility
          • How to...
            • Update the EX Table (EX Paid Update)
        • Refresh PRSummary Table Utility
          • How to...
            • Refresh PRSummary Table
        • Refresh GLSummary Table Utility
          • How to...
            • Refresh GLSummary Table
        • Refresh Inventory Utility
          • How to...
            • Refresh Inventory
        • Batch Deletes Utility
          • How to...
            • Use Batch Deletes to Delete Records
            • Use Batch Deletes to Make Records Inactive
          • Fields and Options
            • Batch Deletes Form
              • Display the Batch Deletes Form
              • Contents of the Batch Deletes Form
        • Search and Replace Utility
          • How to...
            • Create a New Search and Replace Update Run
            • Use an Existing Search and Replace Update Run
          • Screens
            • Search and Replace Form (Utilities)
              • Display the Search and Replace Form
              • Toolbar of the Search and Replace Form
              • Contents of the Search and Replace Form
        • Change W2 Quarter/Year Utility
          • How to...
            • Change the W-2 Quarter or Year
          • Fields and Options
            • Change the W-2 Quarter Year Form
              • Display the Change W-2 Quarter/Year Form
              • Toolbar of the Change W-2 Quarter Year Form
              • Contents of the Change W-2 Quarter/Year Form
        • Multicompany Analysis Utility
          • How to...
            • Run the Multicompany Analysis
        • GovWin IQ Web Service Utility
          • How to...
            • Set Up GovWin IQ Integration
            • Run or Schedule the GovWin IQ Web Service Utility
          • Fields and Options
            • GovWin IQ Web Service Form
              • Display the GovWin IQ Web Service Form
              • Toolbar of the GovWin IQ Web Service Form
              • General Tab of the GovWin IQ Web Service Form
              • Configuration Tab of GovWin IQ Web Service
        • Create Client from Vendor Utility
          • How to...
            • Create a Client from a Vendor
          • Fields and Options
            • Create Client from Vendor Form
              • Display the Create Client from Vendor Form
              • Toolbar of the Create Client from Vendor Form
              • Main Tab of the Create Client from Vendor Form
              • Field Mapping Tab of the Create Client from Vendor Form
        • Enable Unicode Utility
          • How to...
            • Enable Unicode
        • Generate Configuration Package Utility
          • How to...
            • Schedule a Configuration Package
        • Configuration Audit Purge Utility
          • How to...
            • Purge Configuration Audit Data
          • Fields and Options
            • Configuration Audit Purge Form
              • Display the Configuration Audit Purge Form
              • Contents of the Configuration Audit Purge Form
        • Create Contracts from Fees Utility
          • How to...
            • Create Contracts from Fees
        • Talent Management Web Service Utility
          • How to...
            • Set Up the Talent Management Web Service
            • Run the Talent Management Web Service Transfer
          • Fields and Options
            • Talent Management Web Service Form
              • Display the Talent Management Web Service Form
              • Toolbar of the Talent Management Web Service Form
              • General Tab of the Talent Management Web Service Form
              • Configuration Tab of the Talent Management Web Service Form
        • TrafficLIVE Web Service Utility
          • How to...
            • Enable the TrafficLIVE Web Service and Specify the Connection Settings
            • Define Field Mapping Between Vision and TrafficLIVE
            • Run the TrafficLIVE Web Service
            • View the TrafficLIVE Web Service Call Log
          • Fields and Options
            • TrafficLIVE Web Service Form
              • Display the TrafficLIVE Web Service Form
              • Toolbar of the TrafficLIVE Web Service Form
              • General Tab of the TrafficLIVE Web Service Form
              • Configuration Tab of the TrafficLIVE Web Service Form
              • Mapping Tab of the TrafficLIVE Web Service Form
          • Learn More About...
            • Configuring Vision and TrafficLIVE Integration
            • Running the TrafficLIVE Web Service
              • Linking Timesheets
                • Linking Timesheets Between Vision and TrafficLIVE
                • Workflow for Creating and Linking Timesheets Between Vision and TrafficLIVE
                • Billing Labor Transfers for Timesheets that Are Linked Between Vision and TrafficLIVE
            • Expected Workflow for Creating and Linking Records Between Vision and TrafficLIVE
            • Organizations in Vision and Location and Department in TrafficLIVE
            • Linking Projects/Jobs
              • Linking Projects/Jobs Between Vision and TrafficLIVE
              • Workflow for Creating and Linking Projects/Jobs Between Vision and TrafficLIVE
              • Vision Project Default Values Used for Linked Projects/Jobs Between Vision and TrafficLIVE
            • Linking Employees
              • Linking Employees Between Vision and TrafficLIVE
              • Workflow for Creating and Linking Employees Between Vision and TrafficLIVE
        • PIM Web Service Utility
      • Key Conversions Overview
        • How to...
          • Schedule Key Conversions
          • Convert Account Keys
          • Convert Accrual Code Keys
          • Convert Bank Code Keys
          • Convert Client Keys
          • Convert Contact Keys
          • Convert Contribution Code Keys
          • Convert Discount Code Keys
          • Convert Employee Keys
          • Convert Generic Resource Keys
          • Convert Labor Code Keys
          • Convert Liability Code Keys
          • Convert Organization Keys
          • Convert Organization Subcode Keys
          • Convert Project Keys
          • Disable Phases or Tasks
          • Enable Phases and Tasks
          • Convert Phase Keys
          • Convert Task Keys
          • Convert Organization Codes for Projects, Phases, or Tasks
          • Convert Tax Code Keys
          • Convert Unit Keys
          • Convert Vendor Keys
          • Convert Withholding Code Keys
        • Fields and Options
          • Key Convert Accounts Form
            • Display the Key Convert Accounts Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Accounts Form
          • Key Convert Accrual Codes Form
            • Display the Key Convert Accrual Codes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Accrual Codes Form
          • Key Convert Banks Form
            • Display the Key Convert Banks Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Banks Form
          • Key Convert Clients Form
            • Display the Key Convert Clients Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Clients Form
          • Key Convert Contacts Form
            • Display the Key Convert Contacts Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Contacts Form
          • Key Convert Contribution Codes Form
            • Display the Key Convert Contribution Codes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Contribution Codes Form
          • Key Convert Discount Codes Form
            • Display the Key Convert Discount Codes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Discount Codes Form
          • Key Convert Employees Form
            • Display the Key Convert Employees Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Employees Form
          • Key Convert Generic Resources Form
            • Display the Key Convert Generic Resources Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Generic Resources Form
          • Key Convert Labor Codes Form
            • Display the Key Convert Labor Codes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Labor Codes Form
          • Key Convert Liability Codes Form
            • Display the Key Convert Liability Codes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Liability Codes Form
          • Key Convert Organizations Form
            • Display the Key Convert Organizations Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Organizations Form
          • Key Convert Organization Subcodes Form
            • Display the Key Convert Organization Subcodes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Organization Subcodes Form
          • Key Convert Projects Form
            • Display the Key Convert Projects Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Projects Form
          • Enable Phases/Tasks Form
            • Display the Enable Phases or Tasks Form
            • Toolbar of the Key Convert Forms
            • Contents of the Enable Phases or Tasks Form
          • Disable Phases/Tasks Form
            • Display the Disable Phases and Tasks Form
            • Toolbar of the Key Convert Forms
            • Contents of the Disable Phases and Tasks Form
          • Key Convert Phases Form
            • Display the Key Convert Phases Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Phases Form
          • Key Convert Tasks Form
            • Display the Key Convert Tasks Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Tasks Form
          • Key Convert Projects' Organization Form
            • Display the Key Convert Projects' Organization Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Projects' Organization Form
          • Key Convert Tax Codes Form
            • Display the Key Convert Tax Codes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Tax Codes Form
          • Key Convert Units Form
            • Display the Key Convert Units Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Units Form
          • Key Convert Vendors Form
            • Display the Key Convert Vendors Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Vendors Form
          • Key Convert Withholding Codes Form
            • Display the Key Convert Withholding Codes Form
            • Toolbar of the Key Convert Forms
            • Contents of the Key Convert Withholding Codes Form
        • Learn More About...
          • Combining Projects, Phases, and/or Tasks Without Mapped Plans
          • Combining Projects, Phases, or Tasks that have Mapped Plans
          • Moving Phases or Tasks
          • Renumbering Projects Phases or Tasks
      • Key Formats Overview
        • Procedures
          • Schedule Key Format Conversions
          • Convert Account Number Formats
          • Convert Client Number Formats
          • Convert Employee Number Formats
          • Convert Labor Code Formats
          • Create Organization Levels and Specify Label Formats
          • Convert Project Number Formats
          • Convert Phase Number Formats
          • Convert Task Number Formats
          • Convert Reference Number Formats
          • Convert Unit Number Formats
          • Convert Vendor Number Formats
        • Screens
          • Key Convert Account Format Form
            • Display the Key Convert Account Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Account Format Form
          • Key Convert Client Format Form
            • Display the Key Convert Clients Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Clients Format Form
          • Key Convert Employee Format Form
            • Display the Key Convert Employee Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Employee Format Form
          • Key Convert Labor Code Format Form
            • Display the Key Convert Labor Code Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Labor Code Format Form
          • Key Convert Organization Format Form
            • Display the Key Convert Organization Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Organization Format Form
          • Key Convert Project Format Form
            • Display the Key Convert Project Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Project Format Form
          • Key Convert Phase Format Form
            • Display the Key Convert Phase Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Phase Format Form
          • Key Convert Task Format Form
            • Display the Key Convert Task Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Task Format Form
          • Key Convert Reference Number Format Form
            • Display the Key Convert Reference Number Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Reference Number Format Form
          • Key Convert Unit Format Form
            • Display the Key Convert Unit Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Unit Format Form
          • Key Convert Vendor Format Form
            • Display the Key Convert Vendors Format Form
            • Toolbar of the Key Convert Format Forms
            • Contents of the Key Convert Vendors Format Form
      • Process Server Utilities Overview
        • Process Queue Manager Utility
          • How to...
            • Use the Process Queue Manager
          • Fields and Options
            • Process Queue Form
              • Display the Process Queue Manager Form
              • Process Queue Manager Tasks (Toolbar Options)
              • Contents of the Process Queue Manager Form
        • Profile Editor Utility
          • How to...
            • Create Profiles
            • Submit a Profile to a Process Queue
            • Delete Profiles
          • Fields and Options
            • Profile Editor Form
              • Display the Profile Editor Form
              • Toolbar of the Profile Editor Form
              • Contents of the Profile Editor Form
        • Process Server Management Utility
          • How to...
            • Start or Stop Application Servers
            • Display the Server Event Log
          • Fields and Options
            • Event Log Form
              • Display the Event Log Form
              • Contents of the Event Log Form
      • History Loading Utilities Overview
        • How to...
          • Enter Labor and Expense History
          • Enter Invoice and Receipt History
          • Enter Accounts Payable History
          • Enter Benefit Accrual History
          • Enter Account Balances History
          • Enter Payroll History
          • Enter Asset Management History
        • Fields and Options
          • Project Labor and Expense History Form
            • Display the Project Labor and Expense History Form
            • Contents of the Project Labor and Expense History Form
          • Project Invoice and Receipt History Form
            • Display the Project Invoice and Receipt History Form
            • Contents of the Project Invoice and Receipt History Form
          • AP Voucher History Form
            • Display the AP Voucher History Form
            • Contents of the AP Voucher History Form
          • Employee Benefit Accrual History Form
            • Display the Employee Benefit Accrual History Form
            • Contents of the Employee Benefit Accrual History Form
          • Account Balances History Form
            • Display the Account Balances History Form
            • Contents of the Account Balances History Form
          • Employee Payroll History Form
            • Display the Employee Payroll History Form
            • Contents of the Employee Payroll History Form
          • Asset History Loading Form
            • Display the Asset History Loading Form
            • Contents of the Asset History Loading Form
        • Learn More About...
          • Considerations for History Loading
          • Labor and Expense History Loading Utility
          • Invoice and Receipt History Loading Utility
          • Accounts Payable History Loading Utility
          • Benefit Accrual History Loading Utility
          • Account Balances History Loading Utility
          • Payroll History Loading Utility
          • Asset Management History Loading Utility
      • Files Administration Utility
        • How to...
          • View Documents Uploaded with the Files Administration Utility
        • Fields and Options
          • Files Administration Form
            • Display the Files Administration Form
            • Contents of the Files Administration Form
        • Learn More About...
          • Transaction Document Management and Supporting Documents
          • Attachments
          • Adobe InDesign and Proposals
          • Data Synchronization
      • Backup Database Overview
        • How to...
          • Back Up the Vision Database
      • Report Administration Utility
        • How to...
          • Download Custom Reports
          • Synchronize Custom Reports from the Reports Server to the Database
          • Upload Custom Reports from the Vision Application Server
          • Upload Custom Reports from a Workstation into Vision
          • Display Available Printers
          • Display Current Reporting Activity
          • Display Log of Report Data
          • Clean Up Orphaned Report, Cached Invoice Template, and Old Log Files
          • Delete Archived Reports
          • Delete a Cached Invoice Template File
          • Upgrade Custom Reports Saved on a Local Machine to the Latest RDL Schema
          • Upgrade Custom Reports Saved in Your Vision Database to the Latest RDL Schema
        • Fields and Options
          • Report Administration Form
            • Display the Report Administration Form
            • Load Reports Tab of Report Administration
            • Report Printers Tab of Report Administration
            • Current Activity Tab of Report Administration
            • Report Logging Tab of Report Administration
            • Database Cleanup Tab of Report Administration
            • Custom Reports Tab of Report Administration
        • Learn More About...
          • Loading Custom Reports into Vision
          • Vision Application Server Location for Custom Reports
          • Custom Reports for User-Defined Info Centers
      • Download Merge Code Macro Utility
        • How to...
          • Download the Merge Macro for Proposals
      • Download Integration Utility
        • How to...
          • Download Microsoft Office and Desktop Integration
      • Download Connect for Microsoft Outlook Utility
        • How to...
          • Download Connect for Microsoft Outlook
      • Weblink Utility Overview
        • How to...
          • Modify the Web.config File to Add the Vision Database Sort Order
          • Manage Login Alerts
          • Set or Reset Your Weblink Password
        • Fields and Options
          • Weblink Utility Form
            • Display the Weblink Utility Form
            • General Tab of Weblink Utility
            • Report Server Tab of Weblink Utility
            • Login Alerts tab of Weblink Utility
            • System Settings Tab of Weblink Utility
            • Document Management Tab of Weblink Utility
            • Database List View Tab of Weblink Utility
        • Learn More About...
          • Multiple Languages and the Weblink Utility
    • Deltek Vision Microsoft Office® Integration
      • Configure Microsoft Office Integration
      • Microsoft Outlook Integration Overview
        • Procedures
          • Use Vision Addresses with Outlook
          • Validate Contacts
          • View the Contact Summary
          • Send an Email Message in Outlook and Create an Activity in Vision
          • Receive an Email Message in Outlook and Create an Activity in Vision
          • Save Email Attachments
      • Desktop Integration Overview
        • Procedures
          • Create an Activity from Your Desktop
          • Create a Client from Your Desktop
          • Create a Contact from Your Desktop
          • Create a Lead from Your Desktop
          • Launch Deltek Vision from Your Desktop
          • Search Deltek Vision from Your Desktop
          • Display About... Information for Microsoft Office Integration
        • Screens
          • Contact Summary Dialog Box
          • Deltek Vision - Activity Dialog Box
          • Deltek Vision - Create Client Dialog Box
          • Deltek Vision - Create New Contact Dialog Box
          • Deltek Vision - Create Lead Dialog Box
      • Microsoft Word Integration Overview
        • Search the Vision Text Library
      • Microsoft PowerPoint Integration Overview
        • Example: Microsoft PowerPoint Integration
        • Examples: Inserting Fields into a Presentation Template
        • Procedures
          • Create a Template and Insert Data
          • Build the Presentation
        • Screens
          • Create Template Dialog Box
          • Deltek Vision Merge Codes Dialog
          • Merge Presentation Dialog Box
    • Configuration Overview
      • Configuration and Multiple Companies
      • Configuration and Multiple Currencies
      • Customizing Overview
      • Screen Designer Overview
        • How to...
          • Customize Tabs with the Screen Designer
          • Customize Fields with the Screen Designer
          • Customize Group Boxes with the Screen Designer
          • Customize Grids with the Screen Designer
          • Add a Workflow Button with the Screen Designer
          • Add a Tool Tip with the Screen Designer
          • Add Online Help with the Screen Designer
        • Learn More About...
          • Screen Designer Icons
          • Tab Sequencing in the Screen Designer
          • Screen Designer and Multiple Languages
          • Workflows and the Screen Designer
          • Expense Report Approvals and Workflows Added with Screen Designer
          • Security and the Screen Designer
      • Navigation Menu Designer Overview
        • How to...
          • Customize the Navigation Menu
        • Fields and Options
          • Navigation Menu Designer Dialog Box
        • Learn More About...
          • Navigation Menu Designer Terminology
      • General Configuration Overview
        • General System Settings Overview
          • How to...
            • Set Up Lookup, Dashboard, and Info Center Grid Options
            • Set Up Email Preferences
            • Set Up Server Options
            • Set Up Field Labels
            • View Current Numbering Formats
            • Set Up Auto Numbering
            • Enable Document Management
            • Set Up Audit Trail Reporting
            • Set Up Workflow Log
            • Set Up Authentication for Internet Access
            • Set Up Alert Polling Interval
            • Allow Calendar Sharing
            • Set Up Default Fonts for the Text Editor
            • Set Up Default Location for MODI Attachments
            • Set Up the XE.Com Exchange Rates Service
              • Set Up Licensing Information for Currency Exchange Rate Service
            • Convert SharePoint Document Links to URL File Links
          • Fields and Options
            • General System Settings Form
              • Display the General System Settings Form
              • Lookups Tab of General System Settings Form
              • Email Tab of General System Settings Form
              • Servers Tab of General System Settings Form
              • Labels Tab of General System Settings Form
              • Numbering Tab of General System Settings Form
              • XE.Com Rates Tab of General System Settings Form
              • Document Management Tab of General System Settings Form
              • Audit Trail Tab of General System Settings Form
              • Azure Active Directory Tab of General System Settings Form
              • Miscellaneous Tab of General System Settings Form
            • Custom Method Configuration for Auto Numbering Dialog Box
            • Expression Configuration for Auto Numbering Dialog Box
            • Stored Procedure Configuration for Auto Numbering Dialog Box
            • Web Service Configuration for Auto Numbering Dialog Box
          • Learn More About...
            • Lookup, Dashboard, and Info Center Grid View Options
            • Audit Trail Reporting
            • Process Server Options
            • Auto Numbering Overview
            • Auto Numbering Example
            • Map Values Example for Expression Configuration
            • Document Management
        • General Company Settings Overview
          • How to...
            • Set Up General Company Settings
          • Fields and Options
            • General Company Settings Form
              • Display the General Company Settings Form
              • General Tab of General Company Settings Form
              • Formatting Tab of General Company Settings Form
              • Currency Tab of General Company Settings Form
        • User-Defined Components Overview
          • Procedures
            • Add a New Info Center
            • Modify Info Center Properties
            • Add or Modify Tabs
            • Add or Modify Fields in Standard and User-Defined Components
            • Add or Modify Grids in Standard and User-Defined Components
            • Map User Defined Fields and Grids
            • Select User-Defined Fields for Analysis Cubes
            • Find a User Defined Field Label
            • Delete a User-Defined Info Center
            • Delete a User-Defined Tab
            • Delete a User-Defined Field
            • Delete a User-Defined Grid
          • Fields and Options
            • User-Defined Components Form
              • Display the User-Defined Components Form
              • Toolbar of User-Defined Components Form
              • Tabs Tab of User-Defined Components Form
              • Custom Fields Tab of User-Defined Components Form
              • Custom Grids Tab of User-Defined Components Form
              • Mappings Tab of User-Defined Components Form
            • Find User Defined Field Label Dialog Box
            • Info Center Properties Dialog Box
            • Reorder User Defined Tab Fields Dialog Box
          • Learn More About...
            • User-Defined Components: New Info Centers
            • User-Defined Components: Tabs
            • User-Defined Components: Fields
            • User-Defined Components: Grids
            • Guidelines for Mapping Fields
            • Guidelines for User-Defined Fields and Analysis Cubes
        • Lookup and Report Labels Overview
          • How to...
            • Create Custom Lookup and Report Labels
          • Fields and Options
            • Lookup Report Labels Form
        • Calculated Fields Overview
          • How to...
            • Create System-Wide Calculated Fields
            • Create Local Calculated Fields
          • Fields and Options
            • Calculated Fields Form
          • Learn More About...
            • Calculated Field Scenarios
        • Custom Report Options Overview
          • How to...
            • Add Options to a Custom Report
            • Modify the Order of Options
            • Specify Values for a Custom Lookup Option
          • Fields and Options
            • Custom Report Options Form
            • Lookup Lists Dialog Box
        • Code Tables Setup Overview
          • How to...
            • Set Up Code Tables
            • Delete Code Tables
          • Learn More About...
            • Code Table Descriptions
            • International Address Formats
        • Project Templates Setup Overview
          • How to...
            • Create a Project Template
            • Modify Project Templates
            • Delete Project Templates
        • Project Defaults Overview
          • How to...
            • Create Project Defaults
        • Opportunity Settings Overview
          • How to...
            • Create Estimated Revenue Allocation Templates
            • Set Up Fee Estimates
            • Set Up Service Estimates
          • Fields and Options
            • Opportunity Settings Form
              • Display the Opportunity Settings Form
              • Service Estimate Tab of Opportunity Settings Form
              • Estimated Revenue Tab of Opportunity Settings Form
              • Fee Estimate Tab of Opportunity Settings
              • BVS Sales Process Tab of Opportunity Settings Form
            • Estimated Revenue Allocation Templates Dialog Box
        • Fee Estimate Groups Overview
          • How to...
            • Add a Cost Group for Fee Estimates
            • Delete a Cost Group
            • Add a Functional Group for Fee Estimates
            • Delete a Functional Group
          • Fields and Options
            • Fee Estimate Groups Form
              • Display the Fee Estimate Groups Form
              • Toolbar of Fee Estimate Groups
              • Cost Groups Tab of Fee Estimate Groups
              • Functional Groups Tab of Fee Estimate Groups
        • Fee Estimate Service Profiles Overview
          • How to...
            • Add a New Service Profile
            • Add a Fee Band to a Service Profile
            • Delete a Fee Band from a Service Profile
            • Add a Phase to a Service Profile
            • Delete a Phase from a Service Profile
            • Add a Cost Group to a Service Profile
            • Delete a Cost Group from a Service Profile
            • Add a Functional Group to a Service Profile
            • Delete a Functional Group from a Service Profile
            • Add a Company to a Service Profile
            • Delete a Company from a Service Profile
          • Fields and Options
            • Fee Estimate Service Profiles Form
              • Display the Fee Estimate Service Profiles Form
              • Toolbar of Fee Estimate Service Profiles
              • General Tab of Fee Estimate Service Profiles
              • Service Phases Tab of Fee Estimate Service Profiles
              • Cost Groups Tab of Fee Estimate Service Profiles
              • Functional Groups Tab of Fee Estimate Service Profiles
              • Company Access Tab of Fee Estimate Service Profiles
        • Merge Templates Overview
          • Merge Templates Created With Adobe InDesign
            • How to...
              • Create the Adobe InDesign Registry Entry
              • Assign Merge Templates to a Security Role
              • Create a Vision Merge Template with Adobe InDesign
              • Insert Merge Codes for a Graphic in an Adobe InDesign Merge Template
              • Insert Merge Codes for Project Descriptions in an Adobe InDesign Merge Template
              • Insert Merge Codes for Multiple Records in an Adobe InDesign Merge Template
              • Insert Merge Codes for Resume Text in an Adobe InDesign Merge Template
              • Insert Vision Data into a Table in an Adobe InDesign Merge Template
              • Insert Merge Codes for Vision Grids in an Adobe InDesign Merge Template
              • Prevent Blank Rows from Displaying between the Rows of Data for Each Grid Record in a Merged Document
              • Prevent Merged Document Content from Exceeding the Space
              • Insert Merge Codes for Vision Associated Grid Fields and Only Certain Records in the Grid
              • Select Specific Rows from a User-Defined Grid to be Included in an Adobe InDesign Merge Template
              • Update an Adobe InDesign Merge Template in Vision
              • Copy Merge Templates
              • Import an Adobe InDesign Merge Template into Vision
              • Delete Merge Templates
            • Learn More About...
              • Prerequisites for Creating Vision Merge Templates with Adobe InDesign
              • Vision Has Not Been Configured for Adobe InDesign Merge Templates
              • Adobe InDesign Sample Merge Templates
              • Vision Memo Field Formatting in Adobe InDesign Merge Templates
              • Security for Adobe InDesign Merge Templates and Merged Documents
              • Memo Fields
              • Associated and Non-Associated Grids
              • Cost and Fee Proposals
          • Merge Templates Created with Microsoft Word
            • How to...
              • Assign Merge Templates to a Security Role
              • Create a Vision Merge Template with Microsoft Word
              • Select an Info Center and Merge Codes in a Microsoft Word Merge Template
              • Add a Microsoft Word Merge Template to Vision
              • Update a Microsoft Word Merge Template in Vision
              • Export Merge Templates
              • Copy Merge Templates
              • Delete Merge Templates
            • Learn More About...
              • Security for Microsoft Word Merge Templates and Merged Documents
          • Fields and Options for all Merge Templates
            • Merge Templates Form
              • Display the Merge Templates Form
              • Toolbar of the Merge Templates Form
              • Contents of the Merge Templates Form
            • Merge Code Dialog Box
            • Add Merge Template Dialog Box
            • Client Address Dialog Box
            • Vendor Address Dialog Box
            • Update Merge Template Dialog Box
        • Holiday Calendar Setup Overview
          • How to...
            • Set Up Holiday Calendar
          • Fields and Options
            • Holiday Configuration Form
        • Currency Configuration Overview
          • How to...
            • Configure Currency
          • Fields and Options
            • Currency Configuration Form
        • Currency Configuration for Multicurrency Overview
          • How to...
            • Enable Multicurrency
            • Configure Currency for Multicurrency
          • Fields and Options
            • Currency Configuration Form for Multicurrency
            • Enable Multicurrency Dialog Box
        • Exchange Rate Tables Overview
          • Daily Exchange Rates
            • How to...
              • Configure Daily Exchange Rates
            • Fields and Options
              • Daily Exchange Rates Form
          • XE.com Currency Exchange Rate Service
            • How to...
              • Set Up Licensing Information for the XE.com Currency Exchange Rate Service
            • Learn More About...
              • After You Set Up the XE.com Currency Exchange Rate Service
          • Period Exchange Rates
            • How to...
              • Configure Period Exchange Rates
            • Fields and Options
              • Period Exchange Rates Form
        • Alerts Configuration Overview
          • How to...
            • Set Up Alert Polling Interval
            • Set Up Alerts for AR Aging
            • Set Up Alerts for Opportunity Stage Change
            • Set Up Alerts for Expense Report Approval
            • Set Up Alerts for Expense Report Line Item Charge
            • Set Up Alerts for Expense Report Line Item Rejected
            • Set Up Alerts for New Credit Card Transactions Available
            • Set Up Alerts for Past Due Credit Card Transactions
            • Set Up Alerts for Requisitions Buyer
            • Set Up Alerts for Requisitions Rejected
            • Set Up Alerts for Price Quote Buyer
            • Set Up Alerts for Price Quote Rejected
            • Set Up Alerts for Orders Buyer
            • Set Up Alerts for Orders Rejected
            • Set Up Alerts for Final PO
            • Set Up Alerts for Receiving
            • Set Up Alerts for Baseline Change
            • Set Up Alerts for Budget Milestone
            • Set Up Alerts for EAC Exceeds Baseline
            • Set Up Alerts for Plan Creation Modification or Deletion
            • Set Up Alerts for Project Created from Plan
            • Set Up Alerts for Resource Assignment
            • Set Up Alerts for Resource Utilization
            • Set Up Alerts for WBS Level Added or Deleted from Plan
            • Set Up Alerts for Labor Billing Transfer Audit
            • Set Up Alerts for Timesheet Approval
            • Set Up Alerts for Timesheet Due
            • Set Up Alerts for Timesheet Line Item Charge
            • Set Up Alerts for Timesheet Line Item Rejected
            • Set Up Alerts for New Credit Card Transactions Available
            • Set Up Alerts for Past Due Credit Card Transactions
            • Set Up Alerts for Transaction Entry File Approved
            • Set Up Alerts for Transaction Entry File Submitted
            • Set Up Alerts for Transaction Entry Form Rejected
          • Alerts Configuration Form Overview
            • AR Aging Alert Configuration Dialog Box
            • Baseline Change Alert Configuration Dialog Box
            • Budget Milestone Alert Configuration Dialog Box
            • EAC Exceeds Baseline Alert Configuration Dialog Box
            • Credit Card Charge Alert Dialog Box
            • Credit Card Past Due Alert Dialog Box
            • Final PO Alert Configuration Dialog Box
            • Labor Billing Transfer Alert Configuration Dialog Box
            • Opportunity Stage Change Alert Configuration Dialog Box
            • Plan Creation Modification or Deletion Alert Configuration Dialog Box
            • PO Receiving Alert Configuration Dialog Box
            • Project Created from Plan Alert Configuration Dialog Box
            • Purchase Orders Buyer Alert Configuration Dialog Box
            • Purchase Orders Rejected Alert Configuration Dialog Box
            • Purchasing Price Quote Buyer Alert Configuration Dialog Box
            • Purchasing Price Quote Rejected Alert Configuration Dialog Box
            • Requisitions Buyer Alert Configuration Dialog Box
            • Purchasing Requisitions Rejected Alert Configuration Dialog Box
            • Resource Assignment Alert Configuration Form
            • Resource Utilization Alert Configuration Form
            • Timesheet Approval Alert Configuration Form
            • Timesheet Line Item Charge Alert Configuration Form
            • Timesheet Due Alert Configuration Form
            • Timesheet Line Item Rejected Alert Configuration Form
            • Transaction Entry File Approved Alert Configuration Form
            • Transaction Entry File Submitted Alert Configuration Form
            • Transaction Entry Form Rejected Alert Configuration Form
            • WBS Level Added or Deleted from Plan Alert Configuration Form
        • Document Management Configuration Overview
          • How to...
            • Enable Document Management
            • Add a New Site
            • Add a Document Library
            • Add a New Folder
            • Delete a Site
            • Delete a Document Library
            • Delete a Folder
            • View a Site via SharePoint
            • View a Document Library via SharePoint
            • View a Folder via SharePoint
          • Fields and Options
            • Document Management Configuration Form
            • Add Folder Dialog Box
        • Client Hierarchy Overview
          • How to...
            • Create Client Hierarchy Levels
          • Fields and Options
            • Client Hierarchy Form
        • Analysis Cubes Configuration Overview
          • How to...
            • Select or Clear Fields for Analysis Cubes
            • Select or Clear Multiple Fields for Analysis Cubes
            • Select User-Defined Fields for Analysis Cubes
            • Create a Calculated Measure for Analysis Cubes
            • Apply Analysis Cubes Configuration Settings to the Data Cubes
            • Create a Key Performance Indicator
            • Search for Measures on the Measure Lookup Dialog Box
            • Specify Currency Exchange Information for Analysis Cubes
          • Fields and Options
            • Analysis Cubes Configuration Form
              • Display the Analysis Cubes Configuration Form
              • Measures Tab of Analysis Cubes Configuration Form
              • Dimensions Tab of Analysis Cubes Configuration Form
              • Key Performance Indicators Tab of Analysis Cubes Configuration Form
              • Calculated Measures Tab of Analysis Cubes Configuration Form
              • Currency Exchange Tab of Analysis Cubes Configuration Form
            • Measure Lookup Dialog Box
            • Add Modify Calculated Measure Dialog Box
          • Learn More About...
            • Determining Which Fields Populate Analysis Cubes
            • Guidelines for User-Defined Fields and Analysis Cubes
            • Key Performance Indicators
              • How Key Performance Indicators Work
              • Key Performance Indicator Example
              • Deltek-Provided Key Performance Indicators
            • Calculated Measures
              • How Calculated Measures Work
            • Currency Exchange for Analysis Cubes
        • Performance Management Configuration Overview
          • How to...
            • Download a VPM Workbook
            • Upload a VPM Workbook
            • Reload VPM Workbooks
            • Apply KPIs to Workbooks
            • Delete a VPM workbook
          • Fields and Options
            • Performance Management Configuration Form
              • Display the Performance Management Configuration Form
              • Configuration Tab of Performance Management Configuration
              • Apply KPIs Tab of Performance Management
              • Workbooks Tab of Performance Management
        • Connect for Microsoft Outlook Configuration Overview
          • How to...
            • Select Vision Fields that Determine Duplicate Records
          • Learn More About...
            • Connect for Microsoft Outlook License Expiration
      • Workflow Configuration Overview
        • User Initiated Workflow Overview
          • How to...
            • Create User Initiated Workflows
            • Print the Workflow Report
            • Edit an Approval Workflow That Has Advanced Actions Added to It
          • Fields and Options
            • User Initiated Workflow Form
            • Conditions Dialog Box (User Initiated Workflows)
            • Create Assignment Dialog Box
          • Learn More About...
            • User Initiated Workflow Examples
        • Scheduled Workflow Overview
          • How to...
            • Create Scheduled Workflows
            • Print the Workflow Report
            • Edit an Approval Workflow That Has Advanced Actions Added to It
          • Fields and Options
            • Scheduled Workflow Form
            • Scheduled Workflow SQL Expression Builder Dialog Box
            • Conditions Dialog Box (Scheduled Workflows)
          • Learn More About...
            • Scheduled Workflow Examples
            • Expense Report Approvals and Workflows Added with Screen Designer
        • Approval Workflows Configuration Overview
          • Checklist: Configure and Enable Approvals for Absence Requests
          • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
          • Checklist: Configure and Enable Approvals for the Purchasing and Inventory Applications
          • Checklist: Configure and Enable Approvals for the General Ledger Budgets
          • Checklist: Configure and Enable Approvals for Employee Expenses
          • How to...
            • Create an Approval Workflow for an Application
            • Copy an Existing Approval Workflow to Create a New Approval Workflow
            • Create a Backup Copy of an Approval Workflow
            • Edit an Approval Workflow
            • Edit an Approval Workflow That Has Advanced Actions Added to It
            • Make an Approval Workflow Inactive
            • Delete an Approval Workflow
            • Assign Another Person to Perform Approvals in Your Absence
            • Configure an AP Invoice Approval Workflow to Create AP Vouchers When AP Invoices Are Final Approved
          • Fields and Options
            • Approvals Configuration Form
              • Display the Approvals Configuration Form
              • Toolbar of the Approvals Configuration Form
              • General Tab of Approvals Configuration Form
              • Workflow Tab of Approvals Configuration Form
            • Assigned To Dialog Box
            • Add Notification Alert Dialog Box
            • Add Reminder Alert Dialog Box
            • Notify Assignee's Supervisor Dialog Box
            • Validate Error Conditions Dialog Box
            • Add Approved Alert Dialog Box
            • Add Review Alert Dialog Box
            • Add Rejected Alert Dialog Box
            • Add Past Due Alert Dialog Box
            • Add Requester Alert Dialog Box
            • Add Submitter Alert Dialog Box
            • Add Completion Alert Dialog Box
            • Add Create Voucher Action Dialog Box
            • Conditions Dialog Box
            • Field Selection Dialog Box
            • Email Configuration Dialog Box
            • Dashboard Alert Configuration Dialog Box
            • Edit Workflow Dialog Box
            • Errors Encountered Dialog Box
            • GL Budget Group Notification Dialog Box
          • Learn More About...
            • Approval Workflows Overview
            • Steps that Make Up Approval Workflows
            • Conditions for Approval Workflow Steps
            • Examples of Conditions for Approval Workflow Steps
            • Example of an Assignment Hierarchy for AP Invoice Approvers
            • Alerts for Approval Workflows
            • Editing Approval Workflows
            • Error Messages for Approval Workflows
            • Approval Workflow Failures
            • Expense Report Approvals and Workflows Added with Screen Designer
            • Generating AP Vouchers When AP Invoices are Final Approved
        • Web Services Workflow Overview
          • How to...
            • Create Web Services Workflows
          • Fields and Options
            • Web Services Workflow Form
          • Learn More About...
            • Web Services Workflows and Auto Numbering
        • Workflow Actions Overview
          • How to...
            • Create a Custom DLL
          • Fields and Options
            • Create Activities Dialog Box (Workflows)
              • Display the Create Activities Dialog Box (Workflows)
              • Detail Tab of the Create Activities Dialog Box (Workflows)
              • Attendees Tab of the Create Activities Dialog Box (Workflows)
              • Contacts Tab of the Create Activities Dialog Box (Workflows)
              • Campaign/Leads Tab of the Create Activities Dialog Box (Workflows)
              • Recurrence Tab of the Create Activities Dialog Box (Workflows)
            • Email Configuration Dialog Box
            • Dashboard Configuration Dialog Box
            • Column (Field) Change Configuration Dialog Box
            • Stored Procedure Configuration Dialog Box
            • Function Configuration Dialog Box
            • Invoke Custom Method Configuration Dialog Box
            • Web Service Configuration Dialog Box
          • Learn More About...
            • Validate Error Action for Workflows
            • Validate Warning Action for Workflows
            • Email Alert Action for Workflows
            • Dashboard Alert Action for Workflows
            • Column (Field) Change Action for Workflows
            • Create Activity Action for Workflows
            • Stored Procedure Action for Workflows
            • Function Action for Workflows
            • Invoke Custom Method Action for Workflows
            • Invoke Web Service Action for Workflows
      • Security Configuration Overview
        • Checklist: Setting Up Security
        • Logins and Passwords Overview
          • How to...
            • Open Security and Log on to Vision
            • Log on to Vision Using Windows Integrated Security
            • Change Your Password
          • Learn More About...
            • Automatically Disabled Logins
        • Roles Overview
          • How to Assign Users to Roles
            • Create a New Role
            • Select an Existing Role
            • Copy a Role to Create a New Role
            • Modify a Role
            • Delete a Role
            • Assign Users to Roles
            • Assign Multiple Users to a Role
            • Remove a User from a Role
          • How to Set Up Access Rights
            • Set Up Access to Application Tabs
            • Set Up Access to Companies
            • Set Up Access to Effective Dates
            • Set Up Access to Favorite Reports
            • Set Up Access to Lookups
            • Set Up Access to Merge Templates
            • Set Up Access to Printers
            • Set Up Access to Reports
            • Set Up Access to Report Columns and Groups
            • Set Up Access to Saved Report Options
            • Set Up Access to Saved Searches
            • Set Up Access to System Dashparts
            • Set Up Access to Web Dashparts
          • Fields and Options
            • Roles Form
              • Display the Roles Form
              • Customize the Grid View for the Roles Form
              • Toolbar of Roles Form
              • General Tab of Roles
              • Access Rights Tab of Roles
              • Accounting Tab of Roles
              • Document Management Tab of Roles
              • iAccess Tab of Roles
              • Planning Tab of Roles
              • Record Access Tab of Roles
            • Assign Library Rights Dialog Box
            • Browse Rights Dialog Box
            • Reporting Options Dialog Box
              • Standard Controls on the Options Dialog Box
              • General Tab of the Options Dialog Box
              • Activity Tab of the Options Dialog Box
              • Sorting Grouping Tab of the Options Dialog Box
              • Columns Tab of the Options Dialog Box
              • Graph Tab of the Options Dialog Box
              • Layout Tab of the Options Dialog Box
              • Archived Reports Tab
          • Learn More About...
            • Record Level Security
            • Examples of Security Roles
            • Example of How to Set Up Vision Security
            • Performance Canvases and Role Security
            • Security and Employee Multicompany
            • Security and Vision Transactions
            • Security Views (List or Detail)
          • Reports
            • Print the Role Summary Report
            • Role Summary Report
        • Users Overview
          • How to...
            • Create a New User
            • Create a New User from an Employee Record
            • Create Multiple New Users from Employee Records
            • Copy a User
            • Delete a User Record
            • Modify User Information
            • Enable All Users to Use Vision
            • Enable a Single User to Use Vision
            • Disable All Users from Using Vision
            • Disable a Single User from Using Vision
          • Fields and Options
            • Users Form
              • Display the Users Form
              • Customize the Security Grid View
              • Toolbar of Users Form
              • General Tab of Users Form
              • Generate Users Tab of Users Form
          • Learn More About...
            • Security Views (List or Detail)
          • Reports
            • Print User Information
            • User Accounts Report
        • Password Policies Overview
          • Fields and Options
            • Password Policies Form
        • Windows Integrated Security Overview
          • How to...
            • Configure Windows Integrated Security
      • Organization Setup Overview
        • Checklist: Deciding How to Set Up Organization Reporting
        • Multicompany Setup Overview
          • Enabling the Multicompany Feature
            • How to...
              • Enable the Multicompany Feature and Create the Initial Company
              • Grant Security Access to the Initial Company
              • Create Intercompany Accounts
            • Fields and Options
              • Organization General Setup Form
              • Enable Multicompany Dialog Box
              • Assign <Role Name> Dialog Box
          • Setting Up Organization Codes for New Companies
            • Checklist: Establishing Company-Specific Configuration Settings
            • How to...
              • Add a Company
              • Copy a Company Record
              • Grant Security Access to Companies
              • Restrict Access to Projects Based on Company
              • Grant Access to Accounts Based on Company
              • Grant Access to Intercompany Accounts Based on Company
              • Select the Default Company and Intercompany Accounts
              • Select an Organization for Intercompany Postings
              • Modify Organization Names
            • Fields and Options
              • Organization General Setup Form
              • Add Company Dialog Box
                • Display the Add Company Dialog Box
                • General Tab of Add Company Dialog Box
                • Formatting Tab of Add Company Dialog Box
                • Currency Tab of Add Company Dialog Box
              • Copy Company Dialog Box
                • Display the Copy Company Dialog Box
                • General Tab of Copy Company Dialog Box
                • Formatting Tab of Copy Company Dialog Box
                • Currency Tab of Copy Company Dialog Box
                • Copy Information Tab of Copy Company Dialog Box
              • Assign <Role Name> Dialog Box
        • Organization Subcodes Overview
          • How to...
            • Add a New Subcode
            • Copy a Subcode
            • Delete a Subcode
            • Add a New Organization Code
            • Copy an Organization Code
            • Delete an Organization Code
          • Fields and Options
            • Organization Codes Form
              • Display the Organization Codes Form
              • Subcodes Tab of Organization Codes Form
              • Organizations Tab of Organization Codes Form
        • Individual Organization Setup Overview
          • How to...
            • Copy an Individual Organization Record
            • Delete an Individual Organization Record from the Database
            • Print Individual Organization Records
          • Fields and Options
            • Individual Organization Setup Form
              • Display the Individual Organization Setup Form
              • Toolbar of Individual Organization Setup
              • General Tab of Individual Organization Setup
              • Units and Payroll Tab of Individual Organization Setup
              • Overhead Tab of Individual Organization Setup
              • Cross Charge Tab of Individual Organization Setup
              • Gains and Losses Tab of Individual Organization Setup
              • Intercompany Billing Tab of Individual Organization Setup
          • Learn More About...
            • Wildcards in the Overhead Distribution Target Field
        • Firm Setup - Proposals Overview
          • How to...
            • Add a New Firm Setup - Proposals Record
            • Delete a Firm Setup - Proposal Record
            • Print Reports on Firm Setup - Proposal Records
          • Fields and Options
            • Firm Setup - Proposals Form
              • Display the Firm Setup - Proposals Form
              • Toolbar of Firm Setup - Proposals
              • General Tab of Firm Setup - Proposals
              • Additional Info Tab of Firm Setup - Proposals
              • Associated Organizations Tab of Firm Setup - Proposals
              • SF330 Tab of Firm Setup - Proposals
          • Learn More About...
            • Where Firm Setup - Proposal Information is Used in an SF330 Proposal
        • Consolidated Reporting Setup Overview
          • How to...
            • Set Up a Consolidation Group
            • Copy a Consolidation Group
          • Fields and Options
            • Consolidated Reporting Setup Form
              • Display the Consolidated Reporting Setup Form
              • Toolbar of Consolidated Reporting Setup
              • General Tab of Consolidated Reporting Setup
              • Eliminations Tab of Consolidated Reporting Setup
              • Translations Tab of Consolidated Reporting Setup
          • Learn More About...
            • Elimination Accounts Overview
      • Proposals Configuration Overview
        • Checklist: Setting Up SF254, SF255, and Custom Proposals
        • How to...
          • Modify a Custom Proposals Merge Template
          • Add a Modified Custom Proposals Merge Template
      • Billing Setup Overview
        • Checklist: Setting Up Billing
          • Company-wide Billing Settings
          • Where Default Billing Terms are Used
        • General Billing Setup Overview
          • Fields and Options
            • Billing Setup Form
              • Display the Billing Setup Form
              • Toolbar of Billing Setup
              • General Tab of Billing Setup
              • Accounts Tab of Billing Setup
              • Fees Tab of Billing Setup
              • Miscellaneous Tab of Billing Setup
          • Learn More About...
            • Fee Billed Revenue Posting Options
            • Allocating Fee Revenue Based on Transaction Detail
            • Setting Up Allocation of Fee Revenue Based on Transaction Detail
            • Allocating Fee Revenue by Billing Category
            • Setting Up Allocation of Fee Revenue by Billing Category
            • Pre-Invoices Overview
        • Default Billing Terms Setup Overview
          • How to...
            • Set Up Default Billing Terms
          • Fields and Options
            • Default Billing Terms Form
              • Display the Default Billing Terms Form
              • Toolbar of the Default Billing Terms Form
              • General Tab of Default Billing Terms
              • Labor Tab of Default Billing Terms
              • Exp/Con/Unit Tab of Default Billing Terms
              • Misc Tab of Default Billing Terms
              • AR & BTD Tab of Default Billing Terms
              • Billing Backup Tab of Default Billing Terms
              • Pre-Invoices Tab of Default Billing Terms
          • Learn More About...
            • How Vision Uses Default Billing Terms
        • Reporting Default Billing Terms Setup Overview
          • How to...
            • Define Reporting Default Billing Terms for Regular Projects
            • Define Reporting Default Billing Terms for Overhead Projects
        • Invoice Approvals Overview
          • How to...
            • Enable the Invoice Approval Feature
            • Set Up Invoice Approval Processes
            • Assign Another Person to Perform Approvals in Your Absence
          • Fields and Options
            • Invoice Approval Process Form
              • Display the Invoice Approval Process Form
              • Toolbar of the Invoice Approval Process Form
              • Contents of the Invoice Approval Process Form
            • Alert Type Lookup Dialog Box
            • Email Configuration Dialog Box
            • Dashboard Configuration Dialog Box
            • Dashboard and Email Configuration Dialog Box
            • Column Selection Dialog Box
          • Learn More About...
            • Invoice Approval Processes
            • DEFAULT Code for Invoice Approvals
            • Alerts and the Invoice Approval Process
      • Accounting Configuration Overview
        • Summary of Accounting Configuration Settings
        • Accounting System Settings Overview
          • Checklist: Setting Up Effective Dates for Cost Rates
          • Checklist: Setting Up Pay Rate Tables
          • How to...
            • Set Up General Accounting System Settings
            • Set Up Labor Categories
            • Set Up Project Budgeting
            • Set Up Accounting System Reporting Settings
            • Set Up Rate Tables and Specify Effective Dates
            • Enable and Configure Employee Realization Reporting
            • Exclude Unit Revenue from Employee Realization Reporting
          • Fields and Options
            • Accounting System Settings Form
              • Display the Accounting System Settings Form
              • General Tab of Accounting System Settings
              • Diary Auto Numbering Tab of Accounting System Settings
              • Reporting Tab of Accounting System Settings
              • Labor Categories Tab of Accounting System Settings
              • Project Budgeting Tab of Accounting System Settings
              • Transaction Auto Numbering Tab of Accounting System Settings
          • Learn More About...
            • Automatic Numbering for Transactions
            • Diaries Overview
              • Diary Field Locations in Vision
            • Employee Realization Reporting
            • Frequency Examples for Employee Realization Reporting
            • Calculation Method Examples for Employee Realization Reporting
        • Accounting Company Settings Overview
          • Checklist: Setting Up and Running Adjust Salaried Job Cost
          • Checklist: Setting Up and Running Labor Cross Charge
          • Checklist: Setting Up Revenue Generation
          • How to...
            • Load Custom Checks on the Vision Report Server
            • Display Custom Check Templates as Options in the Template Field
            • Set Up Employee Expenses
            • Enable Revenue Generation
            • Enable Tax Auditing and Enter Default Settings
            • Set Up Default Accounts
            • Set Up Posting Information
            • Set Up Organization Credits
            • Set Up Timesheet Information
            • Set Up Job Costing Information
            • Set Up Accounting Company Gains and Losses
            • Set Up the Transaction Center Approval Feature
          • Fields and Options
            • Accounting Company Settings Form
              • Display the Accounting Company Settings Form
              • General Tab of Accounting Company Settings
              • Revenue Tab of Accounting Company Settings
              • Accounts Tab of Accounting Company Settings
              • Posting Tab of Accounting Company Settings
              • Organization Tab of Accounting Company Settings
              • Timesheets Tab of Accounting Company Settings
              • Cross Charge Tab of Accounting Company Settings
              • Tax Auditing Tab of Accounting Company Settings
              • Gains and Losses Tab of Accounting Company Settings
              • Transaction Center Approvals Tab of Accounting Company Settings
            • Employees To Approve For Dialog Box
          • Learn More About...
            • Transaction Center Approvals
            • Transaction Date Validation
            • Special Projects for Labor Cross Charge
            • Billing Terms and Labor Cross Charge
            • General Ledger Accounts for Journal Entries
            • Originating Vendors
            • Tax Regions Overview
            • Tax Auditing Overview
        • Intercompany Billing Setup Overview
          • Checklist: Setting Up Intercompany Billing
          • Checklist: Setting Up Detailed Subledgers
          • Fields and Options
            • Intercompany Billing Setup Form
              • Display the Intercompany Billing Setup Form
              • Regular Labor Tab of Intercompany Billing Setup
              • Overhead Labor Tab of Intercompany Billing Setup
              • Promotional Labor Tab of Intercompany Billing Setup
              • Regular Expense Tab of Intercompany Billing Setup
              • Overhead Expense Tab of Intercompany Billing Setup
              • Promotional Expense Tab of Intercompany Billing Setup
              • Balance Sheet Other Tab of Intercompany Billing Setup
              • Subledger Vendors Tab of Intercompany Billing Setup
              • Subledger Terms Tab of Intercompany Billing Setup
              • Reclass Projects Tab of Intercompany Billing Setup
          • Learn More About
            • Intercompany Billing Special Projects
            • Intercompany Invoice and Voucher Projects
            • Intercompany Billing Vendors
            • Intercompany Billing Rate Settings for Journal Entries
        • Employee Types Setup Overview
          • How to...
            • Set Up Employee Types
            • Set Up Employee Type Accounts for Multicompany
            • Delete Employee Types
          • Fields and Options
            • Employee Types Form
              • Display the Employee Types Form
              • General Tab of Employee Types
              • Accounting Tab of Employee Types
        • Time Analysis and Benefit Accrual Setup Overview
          • Checklist: Configure and Enable Approvals for Absence Requests
          • How to...
            • Set Up Time Analysis Headings
            • Set Up Time Analysis Projects
            • Set Up Benefit Accrual Codes
            • Delete Benefit Accrual Codes
          • Fields and Options
            • Time Analysis and Benefit Accrual Form
              • Display the Time Analysis and Benefit Accrual Form
              • Time Analysis Headings Tab of Time Analysis and Benefit Accrual Setup
              • Time Analysis Setup Tab of Time Analysis and Benefit Accrual Setup
              • Benefit Accrual Setup Tab of Time Analysis and Benefit Accrual Setup
        • Accrual Schedule Setup Overview
          • How to...
            • Set Up Accrual Schedules
            • Modify Accrual Schedules
          • Fields and Options
            • Accrual Schedule Setup Form
          • Learn More About...
            • Accrual Schedule Example
        • Tax Code Configuration Overview
          • How to...
            • Set Up Tax Codes
            • Modify Tax Codes
            • Delete Tax Codes
          • Fields and Options
            • Tax Codes Configuration Form
              • Display the Tax Codes Configuration Form
              • Tax Codes Tab of Tax Codes Configuration
              • Intercompany Billing Tab of Tax Codes Configuration
              • Tax Reporting Tab of Tax Codes Configuration
          • Learn More About...
            • Tax Regions Overview
            • Compound Tax Examples
            • Non-Recoverable Tax Examples
        • Bank Codes Setup Overview
          • How to...
            • Set Up Bank Codes
            • Set Up Bank Entries
            • Set Up Direct Deposit and NACHA Electronic Funds Transfer Information
            • Set Up Export to Text Formats
            • Modify Bank Codes
            • Delete Bank Codes
          • Fields and Options
            • Bank Codes Form
              • Display the Bank Codes Form
              • Bank Codes Tab of Bank Codes
                • Export to Text Check Option
              • Bank Reconciliation Tab of Bank Codes
              • Import Tab of Bank Codes
              • NACHA File Format Tab of Bank Codes
              • User Defined File Format Tab of Bank Codes
              • SEPA File Format Tab of Bank Codes
            • Format Date and Time Dialog Box for Bank Codes
            • Calculation Details Dialog Box
            • Advanced Matching Rules Dialog Box
            • Bank Transaction Type Mapping Dialog Box
            • Matching Suggestions Dialog Box
          • Learn More About...
            • Direct Deposit and NACHA Electronic Funds Transfer
            • Export to Text
        • System Accounts Payable Configuration Overview
          • How to...
            • Set Up System Accounts Payable
            • Set Up System AP Vendor Types
            • Set Up AP System Expense Codes
            • Delete System AP Expense Codes
          • Fields and Options
            • System AP Configuration Form
              • Display the System AP Configuration Form
              • Accounts Payable Tab of System AP Configuration
              • Vendor Types Tab of System AP Configuration
              • Expense Codes Tab of System AP Configuration
              • Expense Codes Accounting Tab of System AP Configuration
          • Learn More About...
            • Accounts Payable Expense Codes
        • Company Accounts Payable Configuration Overview
          • Checklist: Configure and Enable Approvals for Accounts Payable Invoices
          • How to...
            • Display Custom Check Templates as Options in the Template Field
            • Load Custom Checks on the Vision Report Server
            • Set Up Company Accounts Payable
            • Set Up Company AP Liability Codes
            • Set Up Company AP Vendor Types
            • Set Up Company AP Discount Codes
          • Fields and Options
            • Company AP Configuration Form
              • Display the Company AP Configuration Form
              • Accounts Payable Tab of Company AP Configuration
              • Liability Codes Tab of Company AP Configuration
              • Vendor Types Tab of Company AP Configuration
              • Discount Codes Tab of Company Accounts Payable Configuration
          • Learn More About...
            • Approval Workflows Overview
        • Expense Code Override Table Overview
          • How to...
            • Set Up Expense Code Override Tables
            • Copy an Expense Code Override Table
            • Delete an Expense Code Override Table
          • Fields and Options
            • Expense Code Override Tables Form
              • Display the Expense Code Override Tables Form
              • Toolbar of the Expense Code Override Tables Form
              • Contents of the Expense Code Override Tables Form
          • Learn More About...
            • Bill by Default Hierarchy for AP Expense Codes
        • Accounts Receivable Configuration Overview
          • Checklist: Setting Up Retainage
          • How to...
            • Set Up Ledger Headings
            • Set Up Invoice Mapping Accounts
            • Set Up Accounts Receivable Mapping Accounts
          • Fields and Options
            • Accounts Receivable Configuration Form
              • Display the Accounts Receivable Configuration Form
              • Ledger Headings Tab of Accounts Receivable Configuration
              • Invoice Mapping Accounts Tab of Accounts Receivable Configuration
              • AR Mapping Accounts Tab of Accounts Receivable Configuration
          • Learn More About...
            • Invoice Mapping Accounts Setup
            • Accounts Receivable Mapping Accounts Setup
        • Overhead Allocation Configuration Overview
          • Checklist: Setting Up Overhead Allocation
          • How to...
            • Set Up System Overhead Structure
            • Set Up Overhead Allocation Accounts
          • Fields and Options
            • Overhead Allocation Configuration Form
              • Display the Overhead Allocation Configuration Form
              • General Tab of Overhead Allocation Configuration
              • Accounts Tab of Overhead Allocation Configuration
          • Learn More About...
            • Overhead Projects
            • Promotional Projects
        • User-Defined Revenue Setup Overview
          • How to...
            • Enable Revenue Generation
            • Create a User-Defined Revenue Method
            • Modify a User-Defined Revenue Method
            • Specify a Project's Revenue Method
            • Delete a User-Defined Revenue Method
            • Print the Revenue Method List
          • Fields and Options
            • User Defined Revenue Form
            • Revenue Methods Dialog Box
          • Learn More About...
            • Examples of User-Defined Revenue Methods When You Use Revenue Categories
            • Revenue Methods
            • Standard Revenue Methods
              • Revenue Method B
              • Revenue Method M
              • Revenue Method N
              • Revenue Method P
              • Revenue Method R
              • Revenue Method W
            • Fields and Operators Used in Revenue Method Definitions
        • Labor Code Setup Overview
          • How to...
            • Set Up Labor Codes
          • Fields and Options
            • Labor Codes Form of Accounting Configuration
        • Cash Flow Statement Setup Overview
          • Fields and Options
            • Cash Flow Statement Setup Form
              • Display the Cash Flow Statement Setup Form
              • Cash Flow Statement Headings Tab of Cash Flow Statement Setup
              • Cash Flow Statement Setup Tab of Cash Flow Statement Setup
        • Credit Card Configuration Overview
          • How to...
            • Set Up the Credit Card Feature
          • Fields and Options
            • Credit Cards Form
              • Display the Credit Cards Form
              • Toolbar of the Credit Cards Form
              • General Tab of the Credit Cards Form
              • Import Tab of the Credit Cards Form
            • Employees Assigned to Credit Card Dialog Box
          • Learn More About...
            • Credit Card Feature Overview
            • Credit Card Feature and Multicurrency
            • Primary and Secondary Credit Cards
            • Import Credit Card Charges Process Overview
            • Example of a Text File for Importing Credit Card Charges
      • Payroll Setup Overview
        • Checklist: Setting Up Payroll
        • General Payroll Setup Overview
          • How to...
            • Activate the Payroll Application
            • Specify Security Rights for a Payroll Administrator
            • Set Up General Company-wide Payroll Settings
            • Set Up Custom Templates
          • Fields and Options
            • Payroll Setup Form
              • Display the Payroll Setup Form
              • Toolbar of Payroll Setup Form
              • General Tab of Payroll Setup
              • Checks Tab of Payroll Setup
              • FICA Tab of Payroll Setup
              • Other Pay Setup Tab of Payroll Setup
            • Format Date and Time Dialog Box
            • Format Currency Dialog Box
          • Learn More About...
            • All Transactions or Only Those in a Date Range
            • Three Ways to Post Payroll
        • Payroll Withholding Setup Overview
          • How to...
            • Add a Withholding Code
            • Copy a Withholding Code
            • Create User-Defined Rules for Calculating Wages by Withholding
            • Delete a Withholding Code
          • Fields and Options
            • Payroll Withholding Setup Form
              • Display the Payroll Withholding Setup Form
              • Toolbar of the Payroll Withholding Setup Form
              • Contents of the Payroll Withholding Setup Form
            • Payroll Withholding Setup Dialog Box
          • Learn More About...
            • Withholding Types
            • How the Additional Deductions from Wages Grid Works
        • User-Defined Tax Locale Setup Overview
          • How to...
            • Establish User-Defined Tax Locales
          • Fields and Options
            • User Defined Tax Locales Form
              • Display the User Defined Tax Locales Form
              • Toolbar of the User Defined Tax Locales Form
              • Contents of the User Defined Tax Locales Form
        • Payroll Contribution Setup Overview
          • How to...
            • Add a Contribution Code
            • Copy a Contribution Code
            • Delete a Contribution Code
          • Fields and Options
            • Payroll Contribution Setup Form
              • Display the Payroll Contribution Setup Form
              • Toolbar of the Payroll Contribution Setup Form
              • Contents of the Payroll Contribution Setup Form
            • Payroll Contribution Setup Dialog Box
              • Display the Payroll Contribution Setup Dialog Box
              • How the Additional Deductions from Wages Grid Works
              • Contents of the Payroll Contribution Setup Dialog Box
        • Employer Contribution Rate Table Overview
          • How to...
            • Add a Contribution Rate Table
          • Fields and Options
            • Contribution Rate Table Form
              • Display the Contribution Rate Tables Form
              • Toolbar of the Contribution Rate Table Form
              • Contents of the Contribution Rate Table Form
        • Organization Setup and Payroll
          • How to...
            • Configure Vision to Post Payroll by Individual Organization
            • Configure Vision to Post Payroll to an Organization Specific Bank Code
            • Configure Vision to Post Contribution Expenses and Liabilities to an Employee's Organization
          • Learn More About...
            • Configuring Vision to Post Contribution Expenses and Liabilities to the Project Set Up in Payroll Contribution Setup
      • Time and Expense Configuration Overview
        • Time and Expense and Multicompany
        • Timesheet Configuration Overview
          • Checklist: Setting Up the Timesheet Application
          • How to...
            • How to Set Up Labor Periods
              • Add a Timesheet Labor Period
              • Auto Fill Timesheet Labor Periods
              • Change the Status of a Timesheet Labor Period
              • Copy a Timesheet Labor Period
              • Delete a Timesheet Labor Period
            • How to Set Up Global Comments
              • Add a Global Comment
              • Copy a Global Comment
              • Edit a Global Comment
              • Delete a Global Comment
            • How to Set Up Employee Groups
              • Add an Employee Group
              • Add an Employee to an Employee Group
              • Remove an Employee from an Employee Group
              • Copy an Employee Group
              • Delete an Employee Group
            • How to Set Up Timesheet Ratio Options
              • Configure Timesheet Ratio Options
            • How to Set Up Global Revision Explanations
              • Add a Global Revision Explanation
              • Copy a Global Revision Explanation
              • Edit a Global Revision Explanation
              • Delete a Global Revision Explanation
            • How to Set Up Global Transfer Reasons
              • Add a Global Transfer Reason
              • Copy a Global Transfer Reason
              • Edit a Global Transfer Reason
              • Delete a Global Transfer Reason
            • How to Set Up Signing Notification Messages
              • Configure a Timesheet Signing Notification Message
            • How to Set Up Timesheet Special Categories
              • Add a Timesheet Special Category for All Employees
              • Assign a Timesheet Special Category to an Existing Employee Group
              • Assign a Timesheet Special Category to a New Employee Group
              • Copy a Timesheet Special Category
              • Copy All Timesheet Special Categories for an Employee Group
              • Edit a Timesheet Special Category
              • Delete a Timesheet Special Category
              • Delete all Timesheet Special Categories for an Employee Group
          • Fields and Options
            • System Timesheet Configuration Form
            • Company Timesheet Configuration Form
              • Display the Company Timesheet Configuration Form
              • Toolbar of Company Timesheet Configuration
              • Setup Tab of Company Timesheet Configuration
              • Calendar Tab of Company Timesheet Configuration
              • Global Comments Tab of Company Timesheet Configuration
              • Employee Group Tab of Company Timesheet Configuration
              • Ratios Tab of Company Timesheet Configuration
              • Timesheet Audit Tab of Company Timesheet Configuration
              • Miscellaneous Tab of Company Timesheet Configuration
            • Timesheet Special Categories Form
            • Special Categories Dialog Box
            • Establish Timesheet Calendar Dialog Box
          • Learn More About...
            • Timesheet Alerts Configuration
            • Timesheet System Settings for Line Item Approval
            • Labor Period Status Values
            • Employee Groups Example for Timesheets
            • Timesheet Special Categories
          • Timesheet Configuration Reports
            • How to...
              • Print the System Timesheet Configuration Report
              • Print the Company Timesheet Configuration Report
              • Print the Timesheet Special Categories Report
            • Report Contents
              • System Timesheet Configuration Report
              • Company Timesheet Configuration Report
              • Timesheet Special Categories Report
        • Expense Report Configuration Overview
          • Checklist: Setting Up the Expense Report Application
          • How to...
            • How to Set Up Employee Groups
              • Add an Employee Group
              • Add an Employee to an Employee Group
              • Remove an Employee from an Employee Group
              • Copy an Employee Group
              • Delete an Employee Group
            • How to Set Up Signing Notifications
              • Configure an Expense Report Signing Notification Message
            • How to Change Labels and Make Fields Required
              • Change Expense Report Labels and Make Fields Required
            • How to Set Up Expense Categories
              • Add an Expense Category for all Employees
              • Assign an Expense Category to an Existing Employee Group
              • Assign an Expense Category to a New Employee Group
              • Copy an Expense Category
              • Copy All Expense Categories for an Employee Group
              • Edit an Expense Category
              • Delete an Expense Category
              • Delete all Expense Categories for an Employee Group
          • Fields and Options
            • Company Expense Report Configuration Form
              • Display the Company Expense Report Configuration Form
              • Toolbar of Company Expense Report Configuration
              • Setup Tab of Company Expense Report Configuration
              • Employee Group Tab of Company Expense Report Configuration
              • Miscellaneous Tab of Company Expense Report Configuration
            • Expense Report Categories Form
            • Expense Categories Dialog Box
          • Learn More About...
            • Expense Report Alerts Configuration
            • Expense Report Settings for Line Item Approval
            • Employee Groups Example for Expense Reports
            • Expense Report Categories
          • Reports
            • How to...
              • Print the Company Expense Report Configuration Report
              • Print the Expense Categories Report
            • Report Contents
              • Company Expense Report Configuration Report
              • Expense Categories Report
      • Purchasing and Inventory Configuration Overview
        • Checklist: Setting Up Inventory
        • Fields and Options
          • Purchasing and Inventory System Settings Form
            • Display the Purchasing and Inventory System Settings Form
            • Toolbar of Purchasing and Inventory System Settings Form
            • Item Categories Tab of Purchasing and Inventory System Settings Form
            • U/M Tab of Purchasing and Inventory System Settings Form
            • Reason or Quality Tab of Purchasing and Inventory System Settings Form
            • Inventory Tab of Purchasing and Inventory System Settings Form
          • Purchasing and Inventory Company Settings Form
            • Display the Purchasing and Inventory Company Settings Form
            • Toolbar of Purchasing and Inventory Company Settings Form
            • General Tab of Purchasing and Inventory Company Settings Form
            • Accounts Tab of Purchasing and Inventory Company Settings Form
            • Item Categories Tab of Purchasing and Inventory Company Settings Form
            • Ship Tab of Purchasing and Inventory Company Settings Form
            • Bill Tab of Purchasing and Inventory Company Settings Form
            • Clauses Tab of Purchasing and Inventory Company Settings Form
            • Buyer Tab of Purchasing & Inventory Company Settings
            • Vendor Response Tab of Purchasing & Inventory Company Settings Form
            • Inventory Tab of Purchasing and Inventory Company Settings Form
          • Items Master Form
            • Display the Items Master Form
            • Toolbar of the Items Master Form or Dialog Box
            • General Tab of the Items Master Form or Dialog Box
            • Vendors Tab of the Items Master Form or Dialog Box
            • Inventory Tab of the Items Master Form
        • Learn More About...
          • Approval Workflows Overview
          • Entering Purchasing Items on the Fly in the Equipment Info Center
      • Planning Configuration Overview
        • Planning and the Vision Tab Designer
        • Generic Resources Setup Overview
          • How to...
            • Add a Generic Resource
            • Copy and Modify an Existing Generic Resource
            • Print a Generic Resource Record
            • Delete a Generic Resource
          • Fields and Options
            • Generic Resources Form
        • Setting Up Grids
          • How to...
            • Configure a Planning Grid
            • Configure a Summary Grid
          • Fields and Options
            • Planning Grid Configuration Form
              • Display the Planning Grid Configuration Form
              • Labor Tab of Planning Grid Configuration Form
              • Expenses Tab of Planning Grid Configuration Form
              • Consultants Tab of Planning Grid Configuration Form
              • Units Tab of Planning Grid Configuration Form
            • Summary Grid Configuration Form
              • Display the Summary Grid Configuration Form
              • Multiplier Tab of Summary Grid Configuration Form
              • Revenue Tab of Summary Grid Configuration Form
              • Compensation Tab of Summary Grid Configuration Form
              • Cost Tab of Summary Grid Configuration Form
              • Billing Tab of Summary Grid Configuration Form
        • Accounting Calendar Setup Overview
          • How to...
            • Create Custom Periods
          • Fields and Options
            • Accounting Calendar Form
        • Fields and Options
          • Resource Management Settings Form
          • Planning Configuration Form
            • Display the Planning Configuration Form
            • General Tab of Planning Configuration
            • General Tab of Planning Configuration without Resource Planning
            • Rates Tab of Planning Configuration
      • Asset Management Configuration Overview
        • Checklist: Configuring Asset Management
        • How to...
          • Enable Vision to Automatically Generate Equipment Items
          • How to Set Up Additional Books
            • Add Additional Books
            • Delete Additional Books
          • How to Set Up Depreciation Methods
            • Add a Depreciation Method
            • Delete a Depreciation Method
            • Turn Off a Depreciation Method
          • How to Set Up Section 179
            • Add a Section 179 Deduction Limit
            • Delete a Section 179 Deduction Limit
            • Turn Off Section 179 Limits for an Additional Book
          • How to Set Up Asset Types
            • Add a New Asset Type
            • Delete an Asset Type
          • How to Set Up Improvement Types
            • Add an Improvement Type
            • Delete an Improvement Type
            • Turn Off an Improvement Type
          • How to Set Up Property Types
            • Add a Property Type
            • Delete a Property Type
            • Turn Off a Property Type
        • Fields and Options
          • Asset Management Configuration Form
            • Display the Asset Management Configuration Form
            • Toolbar of Asset Management Configuration Form
            • General Tab of Asset Management Configuration
            • Additional Books Tab of Asset Management Configuration
            • Asset Type Tab of Asset Management
            • Methods Tab of Asset Management Configuration
            • Property Type Tab of Asset Management Configuration
            • Improvements Tab of Asset Management Configuration
            • Section 179 Tab of Asset Management Configuration
        • Learn More About...
          • Asset Management Terminology
          • Asset Management and Multicompany
          • Configuring Depreciation
          • Depreciation Methods Examples
            • Straight-line Method Example
            • Modified Accelerated Cost Recovery System (MACRS) Example
            • Sum of Years Digit Example
      • Module Activation Overview
        • Optional Vision Modules
        • License Expiration for Vision Modules
        • Activate Modules
      • About Deltek Vision Form
    • Data Dictionary
      • Open the Data Dictionary
    • Help System
      • Open the Vision Help System
      • Navigation Tools for the Help System
    • Additional Documentation
      • Download Additional Documentation
      • Additional Documentation for this Release
  • Select State Province Format Dialog Box

Index

Glossary

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Publication: Vision 7.6 HelpTopic: Link:
Home
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Welcome to the Deltek Vision Help System
Transaction Center Overview
Posting Logs Overview
Procedures

Procedures

You can preview or print posting logs for any type of transaction.

Related Topics:

  • Print or Preview a Posting Log
    A posting log enables you to view information about a batch of transactions.
  • Set Reporting Options for a Posting Log
    You can set reporting options for posting logs.
Parent Topic: Posting Logs Overview