Labor Billing Transfer Audit alerts are generated when a line item on a timesheet has hours that are transferred from one project, phase, task, or labor code to another through Interactive Billing or Interactive Approvals. You specify who receives the alert, when, and under what conditions.
Before you create Labor Billing Transfer Audit alert rules, you must:
- Select the
Enable Billing Transfer Audit option on the Timesheet Audit tab of
.
- Create employee groups to which you apply the rule. See the Timesheet Configuration help for information on how to create groups.
To set up Labor Billing Transfer Audit alerts, complete the following steps:
-
From the Vision Navigation menu, click.
-
In the
Folders field on the Alerts Configuration form, select
Time.
-
In the
Alert field, select Labor Billing Transfer Audit.
-
Select the
Active option to enable the alert throughout Vision; if no rules exist for this alert, the
Active field is disabled.
-
Click
Options
to select an existing alert rule or to create a new rule.
If a rule was already assigned to this alert,
<options selected>
displays in this field.
-
To remove the option for this alert, delete
<options selected>.
-
Click
Save.