Add an Account to an Expense Account Table

You can add a new account and the account's markup information to an expense account table.

To add an account to an expense account table, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Billing Rate Tables > Expense Accounts.
  2. On the Expense Account Tables form, select the table.
  3. To add an account whose name or number you know, complete the following actions:
    1. Click Insert on the grid.
    2. In the Account field, enter the full or partial name or number of the account.
    3. In the Multiplier field, enter the multiplier that you want to apply to the amounts billed to the account.
  4. To add multiple accounts, complete the following actions:
    1. Click Lookup/Insert on the grid.
    2. On the Account Lookup, select the accounts that you want to add to the table.
    3. In the Multiplier field, enter the multiplier that you want to apply to the amounts billed to the account.
  5. Click Save.