View a Transaction

You can view labor, expense, or unit transactions for billing.

To view a billing transaction, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the appropriate project.  
3. Click the Labor, Expenses, or Units tab.
   • For labor transactions, Vision displays all outstanding timesheet charges and labor adjustments posted to this project in this billing cycle, or placed on hold from prior periods.
   • For expense transactions, Vision displays all outstanding expenses posted to this project.
   • For unit transactions, Vision displays all outstanding unit transactions posted to the project.
4. Click the gray box to the left of the transaction line that you want to view.
5. Click View. Vision displays data on the Billing Labor View, Billing Expense View, or Billing Unit View dialog box.
   • For labor transactions, data originates from a timesheet transaction or was inserted on the Billing Labor Insert dialog box.
   • For expense transactions, data originates from transaction entry or expense reports, or was inserted on the Billing Expense Insert dialog box.
   • For unit transactions, data originates from transaction entry or was inserted on the Billing Unit Insert dialog box.
6. Click OK.