| Field | Description |
|---|
| Add-ons Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
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 grid 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 the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to add an additional charge to an entire invoice section. Clicking
Insert adds a blank line to the Add-ons grid.
|
 Copy
|
Click this option to add an additional charge to an entire invoice section by copying an existing line from the Add-ons grid.
|
| Delete
|
Click this option to remove a line from the Add-ons grid.
|
| Seq
|
Enter a sequence number. Vision uses this number when sorting the add-ons in the
Additional Fees section of the invoice. The sequence number is for reference purposes only and does not appear on the invoice.
|
| Description
|
Enter a description for the add-on fee.
|
| Retainer
|
Select this option to include retainer information on the project's invoices. When you select this option, the
Use Amt option is selected automatically.
|
| Use Amt
|
Select this option to enter a flat amount to be used in the
Amount field, rather than a markup percentage in the
Percent field. You select this option to enter a project retainer or add-on amount.
-
When this option is selected, Vision ignores entries in the labor, expenses, consultants, fees, units, and add-on fields.
-
When this option is selected for a project at WBS level 1 (project), Vision prints the add-on amount at the end of the invoice, before the Invoice Totals. If this option is selected for WBS level 2 (phase) or WBS level 3 (task), the amount prints on the invoice with the detail for that particular phase or task, if
Separate Terms is selected. If
Separate Terms is not selected, the add-on amount must be specified at the project-level for the percentage to print on the invoice.
-
When this option is selected, you can specify the particular phase or task that will receive the posting in the
Phase to Post and
Task to Post fields.
-
The
Use Amt option is selected automatically when you select the
Retainer option.
|
| Amount
|
Specify the amount to apply, if
Use Amt is selected.
|
| Percent
|
Specify the add-on or markup percentage to apply.
Important Information
- When this option is selected for a project at WBS level 1 (the project level), Vision prints the add-on amount at the end of the invoice, before the Invoice Totals. If this option is selected for WBS level 2 (phase) or WBS level 3 (task), the amount prints on the invoice in the section with detail for that particular phase or task. If
Separate Terms is not selected, the add-on percentage must be specified at the project-level for the percentage to print on the invoice.
- If an add-on percentage is defined at the project level and that project has phases or tasks that have separate billing terms defined, the add-on defined at the project’s billing terms will not impact any phase or task.
- If an add-on percentage is defined at the project level and that project has phases or tasks that do not have separate billing terms, then the add-on at the project level applies to the phases or tasks with no terms defined.
Example
Project A has three phases.
- An add-on is defined as 2% at the project level billing terms.
- An add-on is defined as 3% at Phase 1's billing terms.
- An add-on is defined as 4% at Phase 2's billing terms.
In this example, Phase 1 and 2 will use the add-ons defined in the Phase 1 and Phase 2 billing terms (3% and 4%, respectively). Phase 3 will use the 2% add-on percentage defined in the project level billing terms.
|
| Show Mult
|
Select this option if you want the markup percentage to appear in front of the description on the invoice; for example, 30% of Labor Billing.
|
| Lab
|
Select this option if you want the add-on calculation to be based on labor billings.
|
| Exp
|
Select this option if you want the add-on calculation to be based on expense billings. If consultant billings are broken out from other reimbursables, this only applies to
other reimbursables.
|
| Con
|
Select this option if you want the add-on calculation to be based on consultant billings. This only applies if consultant billings are broken out from
other reimbursables.
|
| Fee
|
Select this option if you want the add-on calculation to be based on fee billings.
|
| Unit
|
Select this option if you want the add-on calculation to be based on unit billings.
|
| AddOn
|
Select this option if you want the add-on to apply to the sum of the previous add-ons. Vision applies the percentage to all add-ons with lower sequence numbers.
|
| Account
|
Select the revenue account to which the project’s add-on fee charges will be posted. Selecting an account in this field overrides the company-wide account, for this project only, for add-on fees and allows you to direct the add-on fee charges for the project to a separate revenue account.
If you do not enter an account here, Vision uses the company-wide revenue account for add-ons as specified on the Accounts tab of the Billing Setup form.
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