Billing Terms Projects Table Formats (BillingTerm)
Follow Vision specifications for preparing a file that contains billing terms for projects.
| Field Name | Data Type | Notes |
|---|---|---|
| WBS1 | varchar | |
| WBS2 | varchar | |
| WBS3 | varchar | |
| Address1 | varchar | Optional. The first line of the client’s address. If a client is specified for this project, Vision uses information from Client Info Center as a default. |
| Address2 | varchar | Optional. The second line of the client’s address. If a client is specified for this project, Vision uses information from Client Info Center as a default. |
| Address3 | varchar | Optional. The third line of the client’s address. If a client is specified for this project, Vision uses information from Client Info Center as a default. |
| Address4 | varchar | Optional. The fourth line of the client’s address. |
| City | varchar | Optional. The client’s city. If a client is specified for this project, Vision uses information from Client Info Center as a default. |
| State | varchar |
Optional. The client’s state. If a client is specified for this project, Vision uses information from Client Info Center as a default. The state must exist in CFGStates. If you import both state and country, that combination must already be a valid combination in Vision. If you import a state but not a country, the state must be a valid state for the United States. |
| ZIP | varchar | Optional. The client’s zip code. If a client is specified for this project, Vision uses information from Client Info Center as a default. |
| Country | varchar | Optional. The client’s country. If a client is specified for this project, Vision uses information from Client Info Center as a default. |
| Description | varchar | Optional. The description for this project. The description will appear on the invoice. |
| Notes | varchar | Optional. Internal notes about this project. |
| DraftPrint | varchar | Optional. -1 displays if you are including this project in draft billing runs; otherwise, 0 displays. |
| LabMeth | integer | Optional. The project’s labor billing method; 0 for No Labor Billing, 1 for the Rate Times Multiplier method, 2 for the Rate Table method, 3 for the By Category method, or 4 for the By Labor Code method. |
| Mult1 | decimal | Optional. The first labor multiplier to apply to the employee’s rate. |
| Mult2 | decimal | Optional. The second labor multiplier to apply to the employee’s rate. |
| Mult3 | decimal | Optional. The third labor multiplier to apply to the employee’s rate. |
| SeparateOvt | integer | Optional. The project’s separate overtime method; 0 to not apply separate overtime, 1 to apply separate overtime using the labor overtime percentage, or 2 to apply separate overtime using the overtime multiplier. |
| OvtMult | decimal | Optional. The project’s labor overtime multiplier. |
| RateTable | integer | Optional. The project’s labor rate table, based on the labor method. |
| ORTable | integer | Optional. The project’s override rate table. |
| LabDetail | varchar | Optional. 0 displays if you are not printing labor detail on the invoice, -1 displays if you are printing labor. |
| ShowComment | varchar | Optional. 0 displays if you are not showing comments on the invoice, -1 displays if you are showing comments. |
| ShowRate | varchar | Optional. 0 displays if you are not showing rates on the invoice. -1 displays if you are showing rates. |
| ShowDate | varchar | Optional. 0 displays if you are not showing timesheet dates on the invoice. -1 displays if you are showing timesheet dates. |
| ShowMults | varchar | Optional. 0 displays if you are not showing labor multipliers on the invoice. -1 displays if you are showing labor multipliers. |
| FlagOverrides | varchar | Optional. 0 displays if you are not flagging override rates on the invoice. -1 displays if you are flagging override rates. |
| SortMeth1 | integer | Optional. The sort method for the first labor sort. |
| SortTable1 | integer | Optional. The sort table to use for the first labor sort. |
| SortMeth2 | integer | Optional. The sort method for the second labor sort. |
| SortTable2 | integer | Optional. The sort table to use for the second labor sort. |
| ExpMeth | integer | Optional. The project’s expense billing method; 0 for no expense billing, 1 for the By Account method, 2 for the By Category method, or 3 for the By Vendor method. |
| ExpMult | decimal | Optional. The multiplier to apply to this project’s expense charges. |
| ExpTable | integer | Optional. The project’s expense billing table, based on the expense billing method. |
| ExpShowMult | varchar | Optional. 0 displays if you are not showing the expense multiplier on the invoice. -1 displays if you are showing the expense multiplier. |
| ExpDetail | varchar | Optional. 0 displays if you are not showing expense detail on the invoice. -1 displays if you are showing expense detail. |
| ConMeth | integer | Optional. The project’s consultant billing method; 0 for no consultant billing, 1 for the By Account method, 2 for the By Category method, 3 for the By Vendor method, 4 for the Bill as Expense method. |
| ConMult | decimal | Optional. The multiplier to apply to this project’s consultant expense charges. |
| ConTable | integer | Optional. The project’s consultant expense billing table, based on the consultant billing method. |
| ConShowMult | varchar | Optional. 0 displays if you are not showing the consultant expense multiplier on the invoice. -1 displays if you are showing the consultant expense multiplier. |
| ConDetail | varchar | Optional. 0 displays if you are not showing consultant expense detail on the invoice. -1 displays if you are showing consultant expense detail. |
| UnitMeth | integer | Optional. The project’s unit billing method; 0 for no unit billing, or 1 for unit billing. |
| UnitMult | decimal | Optional. The multiplier to apply to this project’s unit charges. |
| UnitShowMult | varchar | Optional. 0 displays if you are not showing the unit multiplier on the invoice. -1 displays if you are showing the unit multiplier. |
| UnitDetail | varchar | Optional. 0 displays if you are not showing unit detail on the invoice. -1 displays if you are showing unit detail. |
| FeeMeth | integer | Optional. The project’s fee method; 0 appears for No Fee Billing, 1 for the Overall Percent Complete method, 2 for the Percent Complete by Phase as Percent of Fee method, 3 for the Percent Complete by Phase as Fixed Amount method, 4 for the Cumulative Units or Fees method, or 5 for the Current Units or Fees method. |
| FeeBasis | varchar | Optional. The fee basis to use when calculating invoices. L appears for lump sum, P for percent of construction, or U for unit based. |
| FeeFactor1 | decimal | Optional. The first fee factor, based on the fee basis. |
| FeeFactor2 | decimal | Optional. The second fee factor, based on the fee basis. |
| FeePctCpl | decimal | Optional. The fee percent complete. |
| FeeLabel | varchar | Optional. The label for unit-based fee billing. |
| PriorFee | decimal | Optional. The job-to-date amount of fee billing. This amount is used as prior fee billing in calculating current billing. |
| AddOns | varchar | Optional. 0 displays if you are not including add-ons on the invoice. -1 displays if you are including add-ons. |
| TaxCodeSequence1 through TaxCodeSequence10 | varchar | Vision validates that the tax codes have an active status and the tax type matches the selected tax code. |
| TaxAmountSequence1 through TaxAmountSequence10 | decimal | |
| PrintWBS1AR | varchar | Optional. The level of accounts receivable detail to print on the invoice. |
| Interest | decimal | Optional. The interest rate to apply to outstanding invoices. |
| GracePd | decimal | Optional. The grace period before an invoice becomes overdue. |
| PrintWBS1BTD | varchar | Optional. The level of billings-to-date detail to print on the invoice. |
| LimitMeth | varchar | Optional. The project’s limit method. 0 appears for no limits, 1 for aggregate limits, 2 for individual limits, 3 for individual -calculate aggregate for sections with limits, or 4 for individual - calculate aggregate for all sections. |
| LabLimit | decimal | Optional. The limit to apply to labor charges. |
| ConLimit | decimal | Optional. The limit to apply to consultant expense charges. |
| ExpLimit | decimal | Optional. The limit to apply to expense charges. |
| UnitLimit | decimal | Optional. The limit to apply to unit charges. |
| AddOnLimit | decimal | Optional. The limit to apply to add-on charges. |
| FeeLimit | decimal | Optional. The limit to apply to fee charges. |
| Retainage | varchar | Optional. 0 displays if you are not applying retainage to the invoice. -1 displays if you are applying retainage. |
| RetPct | decimal | Optional. The percentage to retain from the project’s invoice. |
| RetLimit | decimal | Optional. The limit of retainage that can be withheld from this project’s invoices. |
| RetLab | varchar | Optional. 0 displays if you are not applying retainage to the labor section of the invoice. -1 displays if you are applying retainage. |
| RetExp | varchar | Optional. 0 displays if you are not applying retainage to the expense section of the invoice. -1 displays if you are applying retainage. |
| RetCon | varchar | Optional. 0 displays if you are not applying retainage to the consultant section of the invoice. -1 displays if you are applying retainage. |
| RetFee | varchar | Optional. 0 displays if you are not applying retainage to the fee section of the invoice. -1 displays if you are applying retainage. |
| RetUnit | varchar | Optional. 0 displays if you are not applying retainage to the unit section of the invoice. -1 displays if you are applying retainage. |
| RetAddOn | varchar | Optional. 0 displays if you are not applying retainage to the add-on section of the invoice. -1 displays if you are applying retainage. |
| ConsolidatePrinting | varchar | |
| ConsolidateWBS3 | varchar | |
| SubLevelTerms | varchar | |
| ConsolidatePosting | varchar | |
| WBS2ToPost | varchar | |
| WBS3ToPost | varchar | |
| SubLevelRollup | integer | |
| WBS3Rollup | integer | |
| LimitsBySubLevel | varchar | |
| PrintARBreakout | varchar | |
| PrintARWBS2Totals | varchar | |
| PrintBTDBreakout | varchar | |
| PrintBTDWBS2Totals | varchar | |
| PrintWBS2AR | varchar | |
| PrintWBS2BTD | varchar | |
| InterestBySubLevel | varchar | |
| TaxBySubLevel | varchar | |
| RetainageBySubLevel | varchar | |
| BackupReport | varchar | Optional. 0 displays if you are not printing a Billing Backup report with the invoice. -1 displays if you are printing a Billing Backup report with the invoice. |
| BackupComments | varchar | Optional. 0 displays if you are not printing comments on the Billing Backup report. -1 displays if you are printing comments. |
| BackupVendorInvoice | varchar | |
| LabAccount | varchar | Optional. The revenue account for bille labor. |
| ConAccount | varchar | Optional. The revenue account for billed consultants. |
| ExpAccount | varchar | Optional. The revenue account for billed expenses. |
| UnitAccount | varchar | Optional. The revenue account for biled units. |
| FeeAccount | varchar | Optional. The revenue account for billed fees. |
| AddOnAccount | varchar | Optional. The revenue account for billed add-ons. |
| IntAccount | varchar | Optional. The account for billed interest. |
| Footer | varchar | Optional. The footer to print at the end of this project’s invoices. |
| LabDefault | varchar | Use terms for project reporting defaults only. |
| ExpDefault | varchar | Use terms for project reporting defaults only. |
| ConDefault | varchar | Use terms for project reporting defaults only. |
| UnitDefault | varchar | Use terms for project reporting defaults only. |
| PostFeesByPhase | varchar | Distribute invoice posting to tasks and/or subprojects by phase |
| SpecialOvtMult | decimal | Special overtime multiplier. |
| BackupLaborCode | varchar | |
| FeeByDetailEnabled | varchar | Y or N to indicate if the billing terms allocate fee revenue by category or allocate fee revenue based on transaction detail. If this field is set to Y, Vision activates whichever of these two options is enabled in Billing Setup. If this field is set to N, all fee revenue goes to a single account. |
| Fee1 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee for the first category.
If your firm uses revenue categories, this is the fee for the first revenue category. If your firm does not use revenue categories, this is the fee for labor. |
| Fee2 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee for the second category.
If your firm uses revenue categories, this is the fee for the second revenue category. If your firm does not use revenue categories, this is the fee for consultants. |
| Fee3 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee for the third category.
If your firm uses revenue categories, this is the fee for the third revenue category. If your firm does not use revenue categories, this is the fee for non-consultant expenses. |
| Fee4 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee for the fourth category.
If your firm uses revenue categories, this is the fee for the fourth revenue category. If your firm does not use revenue categories, this field is not used. |
| Fee5 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee for the fifth category.
If your firm uses revenue categories, this is the fee for the fifth revenue category. If your firm does not use revenue categories, this field is not used. |
| FeePctCpl1 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the percent complete for the first category.
If your firm uses revenue categories, this is the percent complete for the first revenue category. If your firm does not use revenue categories, this is the percent complete for labor. |
| FeePctCpl2 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the percent complete for the second category.
If your firm uses revenue categories, this is the percent complete for the second revenue category. If your firm does not use revenue categories, this is the percent complete for consultants. |
| FeePctCpl3 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the percent complete for the third category.
If your firm uses revenue categories, this is the percent complete for the third revenue category. If your firm does not use revenue categories, this is the percent complete for non-consultant expenses. |
| FeePctCpl4 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the percent complete for the fourth category.
If your firm uses revenue categories, this is the percent complete for the fourth revenue category. If your firm does not use revenue categories, this field is not used. |
| FeePctCpl5 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the percent complete for the fifth category.
If your firm uses revenue categories, this is the percent complete for the fifth revenue category. If your firm does not use revenue categories, this field is not used. |
| FeeToDate1 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee-to-date amount for the first category.
If your firm uses revenue categories, this is the fee-to-date amount for the first revenue category. If your firm does not use revenue categories, this is the fee-to-date amount for labor. |
| FeeToDate2 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee-to-date amount for the second category.
If your firm uses revenue categories, this is the fee-to-date amount for the second revenue category. If your firm does not use revenue categories, this is the fee-to-date amount for consultants. |
| FeeToDate3 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee-to-date amount for the third category.
If your firm uses revenue categories, this is the fee-to-date amount for the third revenue category. If your firm does not use revenue categories, this is the fee-to-date amount for non-consultant expenses. |
| FeeToDate4 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee-to-date amount for the fourth category.
If your firm uses revenue categories, this is the fee-to-date amount for the fourth revenue category. If your firm does not use revenue categories, this field is not used. |
| FeeToDate5 | decimal | Optional. If the billing terms allocate fee billed revenue based on category, this is the fee-to-date amount for the fifth category.
If your firm uses revenue categories, this is the fee-to-date amount for the fifth revenue category. If your firm does not use revenue categories, this field is not used. |
| DaysBeforeDue | integer | |
| PayTerms | varchar |
|
| ShowDueDate | varchar |
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