Select a Transaction or a Group of Transactions

To work with labor, expense, or unit transactions for billing purposes, you must first select a transaction or a group of transactions.

When you select a group of transactions, you must change the status for the total amount of the transaction. To change the status for a portion of a transaction, you select the individual transaction line.

To select transactions, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project.
3. Click the Labor, Expenses, or Units tab.
4. Select one of the following actions:
   • To select a single transaction, click the record selector box to the left of the transaction line.
   • To select consecutive transactions, click the box next to the first transaction, press and hold down the SHIFT key, and click the last transaction.
   • To select non-consecutive transactions, click the box next the to first transaction, press and hold down the CTRL key, and click the record selector for each transaction line that you want.