Expense Code Override Tables Form

Use the Expense Code Override Tables form to create exception tables that let you assign bill by default settings for specific expense codes for a project.

After you set up an override table, it becomes available for selection in the Override Table field in the Bill by Default section of the Accounting tab in the Project Info Center.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Accounting > Expense Code Override.

Contents

Field	Description
Save	Click this option to save your entries and modifications.
New	After you click this option, select one of the following options: Click New Expense Code Override Tables to create a new expense code override table. Click Copy Current Expense Code Override Table to copy the expense code override table that is currently selected to create a new expense code override table. Click Select Expense Code Override Table to Copy to open the Expense Code Override Table Lookup dialog box to select a table to copy to create a new table.
Delete	Click this option to delete the selected expense code override table.
Table Number	Enter a code by which to identify this expense code override table.
Table Name	Enter a description for this expense code override table. You may want the name of a table to match a client, group of clients, or a specific project for which it will be used.

Expense Override Grid

Field	Description
Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to insert a entry into the expense override table.
Delete	Click this option to delete the expense code item that you selected in the grid.
Expense Code	From the drop-down list, select an expense code.
Description	The description of the expense code that you selected displays in this field.
Bill by Default	Select this check box if you want to use the reimbursable account from the expense code configuration. Leave this check box cleared if you want to use the direct account from the expense code configuration.