Billing Expense View Dialog Box

Use the Billing Expense View dialog box to view expense detail information, such as the transaction date, the associated expense account, and the total amount of the transaction.

Location

To display the dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Interactive Billing.
  2. Click the Expenses tab.
  3. Select a transaction.
  4. On the toolbar, click View.

Contents

Fields

Field Description
Project These fields display the project number and name for the project that is associated with the transaction.
Phase These fields display the phase number and name if a phase is associated with the transaction.
Task These fields display the task number and name if a task is associated with the transaction.
Account These fields display the expense account number and description for the general ledger account that is associated with the transaction.
Type This field displays the code that represents the type of transaction (for example, JE for journal entry).
Ref. No. This field displays the reference number that is entered or assigned to the transaction in the Reference field during transaction entry or entered on an Expense Billing insert.
Date This field displays the transaction date.
Description This field displays the text that was entered during transaction entry or entered on a Billing Expense insert.
Amount This field displays the total cost amount of the current transaction.

Transferred From Section

Field Description
Project If the transaction was transferred from another project, this field displays the project number of the transfer source.
Phase If the transaction was transferred from another project/phase, this field displays the phase number of the transfer source.
Task If the transaction was transferred from another project/phase/task, this field displays the task number of the transfer source.
Account If the transaction was transferred from another account, this field displays the account number of the transfer source.

Fields

Field Description
Tax Code Override 1 This displays the tax code that you entered in the Tax Code Override 1 field on the Billing Expense Modify dialog box or on the Billing Expense Insert dialog box for the expense transaction.
Tax Code Override 2 This displays the tax code that you entered in the Tax Code Override 2 field on the Billing Expense Modify dialog box or on the Billing Expense Insert dialog box for the expense transaction.

Buttons

Field Description
OK Click this button to return to the Expenses tab on the Interactive Billing form.
Help Click this button to open the help topic for the Billing Expense View dialog box.