Billing Labor Insert Dialog Box

Use the Billing Labor Insert dialog box to insert a labor transaction to the billing side of Vision that has not been costed.

If you insert a transaction through Interactive Billing, no costing entries are made to your general ledger. If you want to later enter this information in your general ledger, you must add a Labor Adjustment through Transaction Entry, and be sure to select the Suppress Bill option for the transaction, so that the transaction is not double billed.

If you use the Multicompany feature, the employee's cost rate for the active company is automatically applied. If you use the Multicurrency feature, the employee's cost rate uses the functional currency of the active company. If this currency differs from the billing currency, Vision translates the cost rate to the billing currency based on the exchange rates established in Configuration.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. Click the Labor tab.
3. On the toolbar, click Insert.

Contents

Insert Target Section

Field	Description
Project	This field displays the project associated with the transaction.
Phase	This field displays the phase, if any, associated with the transaction.
Task	This field displays the task, if any, associated with the transaction.

Detail Section

Field	Description
Employee	Select the employee for whom you will charge labor. The employee name displays next to the Employee field. If you use the Multicompany feature, Vision automatically applies the cost rate for the company that is associated with the selected employee.
Labor Code	Select the labor code associated with the labor transaction, if labor codes are being used by your company.
Date	Enter the transaction date or click Calendar and select a date.
Comment Text Box	Enter and edit additional description to associate with the transaction. You can format your comments in this field by clicking Edit to access the Text Viewer dialog box.
Hours (Regular, Overtime, and Overtime-2)	Enter the number of regular, overtime, and overtime-2 hours to charge to the project.
Category	Enter the labor category number for this transaction. The default is the Labor Category, if any, specified for the employee on the Accounting tab of the Employee Info Center. This field is applicable when the project's Labor Method and/or the First Labor Sort or Second Labor Sort is set to By Category, as specified on the Labor tab of the Billing Terms form. Labor category numbers are established at the global level on the Labor Categories tab (Configuration > Accounting > System Settings).
Tax Code Override 1	From the drop-down list, select the first tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the first default tax code that is entered for the billing terms for the project (in the Tax Codes grid on the Misc tab of the Billing Terms form). The first default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the first (lowest) sequence number with the Labor Billing check box selected in the Outputs section on the Tax Codes tab in Configuration > Accounting > Taxes. The drop-down list in the Tax Code Override 1 field includes tax codes with an active status that have the Labor Billing check box selected in the Outputs section on the Tax Codes tab in Configuration > Accounting > Taxes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Tax Codes tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.
Tax Code Override 2	From the drop-down list, select the second tax code to use to calculate taxes for the labor transaction that you are inserting. This tax code will override the second default tax code that is entered for the billing terms for the project (in the Tax Codes grid on the Misc tab of the Billing Terms form). The second default tax code for a labor transaction is the default tax code that is entered for the project's billing terms that has the second lowest sequence number with the Labor Billing check box selected in the Outputs section on the Tax Codes tab in Configuration > Accounting > Taxes. The drop-down list in the Tax Code Override 2 field includes tax codes with an active status that have the Labor Billing check box selected in the Outputs section on the Tax Codes tab in Configuration > Accounting > Taxes. The tax codes can also have other check boxes selected in the Outputs section and check boxes selected in the Inputs section on the Tax Codes tab. Tax codes with check boxes selected only in the Inputs section are not included in the drop-down list.

Buttons

Field	Description
OK	Click this button to save the entries on this dialog box and return to the Labor tab of the Interactive Billing form.
Cancel	Click this button to discard any changes that you made on this dialog box and return to the Labor tab of the Interactive Billing form.
Help	Click this button to open the help topic for this dialog box.