Billing Expense Write-off Dialog Box

Use the Billing Expense Write-off dialog box to specify all or part of the current transaction amount that you do not want to bill on any invoice. Transactions previously marked as bill, delete, or hold can be marked to write off.

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 Write-off.

Contents

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.
Account This field displays the expense account associated with the transaction.
Type This field displays the code representing the type of transaction, for example, JE for journal entry.
Ref. No. This field displays the reference number assigned to the transaction in the Reference field during transaction entry, or during an expense billing insert.
Date This field displays the transaction date.
Description This field displays the text entered during transaction entry, or during a billing expense insert.
Amount Enter the cost amount of the total transaction charge that you want to write off. Vision applies any associated markup to this amount, and displays the total amount to be written off in the Extension field.
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.