Expense Category Tables Form

Use the Expense Category Tables form to establish billing expense category tables to group or consolidate expense accounts by category name and to apply markups to each category when billing a project or class of projects.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Billing > Billing Rate Tables > Expense Categories.

Contents

Toolbar Options

Field	Description
Save	Click this option after you create or modify expense category tables.
New	After you click this option, select one of the following: Click New Expense Category Table to open a blank table form. Use the blank table form to create a new expense category table. Click Copy Current Expense Category Table to copy the current table information to a blank table form. You can then edit the copied table to create a new table. Click Select Expense Category Table to Copy to open the Expense Category Tables Lookup and select a table to copy. You can then edit the copied table to create a new table.
Delete	Open an expense category table and click this option to delete the table. To delete a category from an Expense Category Table, click the gray box next to the line in the grid and click Delete on the grid.
Print	After you click this option, select one of the following: Click Print Current Expense Category Table to print the table currently displayed in your browser window. Click Print Active Group to print the table currently displayed in your browser window and all other tables currently open. Click Select Expense Category Table to Print to open the Expense Category Tables Lookup and select the tables that you want to print.

Header Information

Field	Description
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Table Name	Enter a name for the table. The name displays in place of the table number in all drop-down lists for expense category tables that appear on the Billing Terms form. If the table is project or client-specific, you may want to enter the client or project name or number.
Available for Planning	Select this option to make the table available as an option from the Expense and Consultant Amounts Rate Table fields on the Project Planning Rates tab, if From Expense Category Table is selected from the Expense and Consultant Amounts Rate Method field. This option is only available if your company uses Vision Planning.

Category Grid

Field	Description
Insert	Click this option to add an expense category to the expense category table.
Delete	Select the row and click this option to delete the category from the expense category table.
Description	Enter the description to associate with this category. This description prints on the invoice.
Multiplier	Enter the multiplier to apply to the associated category, up to four decimal places. Enter 1.0 to bill the category at cost.
Sequence	Enter a unique number to associate with the category. This number, while not displayed on the invoice, determines the sort order when categories print on the invoice.

Accounts in Category Grid

Field	Description
Lookup/Insert	Click this option to open the Account lookup and select an account to include in the selected category.
Insert	Click this option to add a line to the Accounts in Category grid and enable the Account field.
Delete	Select an account from the grid and click this option to delete the account from the category.
Account	This field displays the account number of the account that is included in the category.
Name	This field displays the account name of the account that is included in the category.