How to...

On a company-by-company basis, you set up things such as default accounts and timesheet information, and enable revenue generation and tax auditing.

Related Topics:

  • Load Custom Checks on the Vision Report Server
    You need to load custom checks on the Vision report server so that they will be available in Employee Expenses or Accounts Payable.
  • Display Custom Check Templates as Options in the Template Field
    You can create custom templates for accounts payable checks with Microsoft SQL Server Reporting Services report writing tools. Contact the Vision Custom Programming Group or Deltek Customer Care for more information.
  • Set Up Employee Expenses
    For employee expenses, you set up payment and bank information used to pay employee expenses.
  • Enable Revenue Generation
    When you enable Revenue Generation, Vision recognizes project revenue when Revenue Generation is run. If Revenue Generation is not enabled, Vision recognizes project revenue when invoices are posted.
  • Enable Tax Auditing and Enter Default Settings
    You turn on the Tax Auditing feature and enter default settings for it in Accounting Company Settings.
  • Set Up Default Accounts
    You can set up default accounts for your company.
  • Set Up Posting Information
    Vision automatically posts at least one side of a debit and credit general ledger entry for you. The fields on the Posting tab determine the credit side of the entry for labor, miscellaneous expenses, reproductions, consultant accruals, employee expenses, and employee advances. You also enter settings for control totals and posting logs.
  • Set Up Organization Credits
    On the Organization tab of Accounting Company Settings, you determine the credits that you want to distribute by organization. If you do not want payroll liability credits distributed by that organization, you can select the payroll liability organization that you want. If you make any modifications on this tab, Vision automatically updates the column access field on the Posting tab.
  • Set Up Timesheet Information
    Enter timesheet information for your firm on the Timesheet tab. On this tab, you determine whether or not data is consolidated when you post labor and whether or not benefit accruals are tied to payroll processing.
  • Set Up Job Costing Information
    Job costing is the practice of allocating labor costs to projects. The job cost frequency is how often (monthly, semi-monthly, weekly, or bi-weekly) timesheets are collected, posted, and costed to jobs.
  • Set Up Accounting Company Gains and Losses
    If your firm uses the Multicurrency feature, you set up default general ledger accounts and projects for realized and unrealized gains and losses.
  • Set Up the Transaction Center Approval Feature
    Use the Transaction Center approval feature if you want employees to submit transaction center entry files for approval before the files are posted.
Parent Topic: Accounting Company Settings Overview