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If you're new to Vision Billing, you may want to review guidelines before you complete setup.
Related Topics:
- Fee Billed Revenue Posting Options
As part of configuring Billing, you should consider how you want to post fee billed revenue to the general ledger. - Allocating Fee Revenue Based on Transaction Detail
An alternative to posting all fee billed revenue to a single account is to have Vision post to multiple accounts based on the transaction detail that underlies the fee. - Setting Up Allocation of Fee Revenue Based on Transaction Detail
As part of configuring Billing, you may decide to post fee billed revenue to separate revenue accounts for labor, consultants, expenses, and units, based on the transaction detail associated with the invoice. - Allocating Fee Revenue by Billing Category
An alternative to posting all fee billed revenue to a single account is to have Vision post fee billed revenue to separate revenue accounts either for revenue categories or for labor, consultants, and expenses billing categories, with the posted amounts calculated based on fee allocation information that you enter in project billing terms. - Setting Up Allocation of Fee Revenue by Billing Category
As part of configuring Billing, you may decide to post fee billed revenue to separate revenue accounts either for revenue categories or for labor, consultants, and expenses billing categories, with the posted amounts calculated based on fee allocation information that you enter in project billing terms. - Pre-Invoices Overview
The Pre-Invoices feature allows you to produce a "request for payment" invoice that is not recorded in the general ledger.
Parent Topic: General Billing Setup Overview