Expenses by Vendor Table Form

Use the Expenses by Vendor Table form, you can establish vendor tables to group or consolidate expenses by vendor name and to apply multipliers to each vendor when billing a project or a class of projects.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Billing > Billing Rate Tables > Expenses by Vendor.

Contents

Toolbar Options

Field	Description
Save	Click this option after you create expenses by vendor tables.
New	After you click this option, select one of the following: Click New Expenses by Vendor Table to open a blank table form. Use the blank table form to create a new expenses by vendor table. Click Copy Current Expenses by Vendor 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 Expenses by Vendor Table to Copy to open the Expenses by Vendor Tables Lookup and select a table to copy. You can then edit the copied table to create a new table.
Delete	Open an expenses by vendor table and click this option to delete the table. To delete a vendor from an Expenses by Vendor 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:

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 appears in place of the table number in all drop-down lists for expenses by vendor tables available from the Billing Terms form. If the table is project or client-specific, you may want to enter the client or project name or number.

Grid

Field	Description
Lookup/Insert	Click this option to open the Vendor lookup and perform a search to select a vendor whose multiplier you want to override in the table.
Insert	Click this option to add a vendor to the expenses by vendor table.
Delete	Select a vendor in the grid and click this option to remove the item from the grid.
Vendor	Enter the vendor number for which you want to apply the multiplier amount. When you click Insert to add a line to the Expenses by Vendor grid, the Vendor lookup displays. When you select a vendor from the lookup list, Vision automatically populates the number in this field, and the vendor name in the Name field, based on your selection from the lookup.
Name	This is the vendor name. Vision automatically populates this field based on your selection on the Vendor Lookup.
Multiplier	Enter the override multiplier to apply to the associated vendor, up to four decimal places. Enter 1.0 to bill the vendor at cost.