Effects of History Loading

History loading has an impact on some of the transactions you process in Vision as well as on your project and financial reports.

The following table summarizes the processes and reports that are affected by historical data.

History Loading Form Processes/Reports Effected by History Loading

Labor and Expense

Labor Section

  • Job-to-Date Project Reports

  • Time Analysis Report (if project is included)

  • Bill Processing

  • Overhead Allocation (if project is set up to receive overhead)

  • Revenue Generation (if method is specified)

Expense Section

  • Job-to-Date Project Reports

  • Bill Processing

  • Revenue Generation (if method is specified)

Overhead Field

  • Job-to-Date Project Reports @ Cost

Invoice and Receipt

Invoice Section

  • Accounts Receivable Reports

  • Job-to-Date Office Earnings Report (Billed columns)

Receipt Section

  • Accounts Receivable Reports

Accounts Payable

All Sections

  • Voucher Schedule

  • Voucher Ledger

Benefit Accrual

All Sections

  • Benefit Accruals Processing

  • Accrued Time Report

Account Balances

All Sections

  • Balance Sheet

  • Income Statement

Payroll

All Sections

  • Employee Payroll List

  • Form 940 Worksheet

  • Form 941 Worksheet

  • State Unemployment Insurance Worksheet

  • State/Local Income Tax Worksheet

  • Withholdings By Category Report