How to...

After you enable revenue generation, you can create or modify user-defined revenue methods. You can also review the Revenue Method List to make sure that you have the revenue methods in place that your firm needs.

Related Topics:

  • 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.
  • Create a User-Defined Revenue Method
    When you create a user-defined revenue method, you select the fields and operators for the method.
  • Modify a User-Defined Revenue Method
    You can modify a user-defined revenue method's description or formula.
  • Specify a Project's Revenue Method
    For any regular project, you can specify a revenue method.
  • Delete a User-Defined Revenue Method
    When you delete a user-defined revenue method, Vision first determines whether or not that method is assigned to any projects. If it is, Vision prompts you to specify another method for each of those projects before it lets you proceed with the deletion.
  • Print the Revenue Method List
    Review this report to make sure that your Vision database has the revenue methods and calculations that you need.
Parent Topic: User-Defined Revenue Setup Overview