Refresh Billing Extensions

Vision determines billing and cost rates for project reporting at the time of posting. When you post a transaction, Vision looks at the applicable billing terms to determine billing rates for project reporting purposes.

If you later update the billing terms, your updates are not reflected on the project reports unless you refresh billing extensions.

If you refresh billing extensions with the Multicompany feature enabled, you can select projects for multiple companies. The default billing terms used are based on each project's settings.