Contents of the Billing Expense Account Tables Form

Use these fields and options to create and modify billing expense account tables.

Contents

The fields and options in this section display at the top of the form.

Field	Description
Rate table search	Use the field next to the form title to search for and select an existing expense account table to view or edit. Click the filter drop-down arrow on the left side of the search field, and select one of the following search types: All: Select from a list of all expense account tables to which you have access. [saved custom search filter]: Select a previously saved custom filter to display the expense account tables returned by that custom search. Custom: Display the Custom Search dialog box. You can then create and apply a new custom search filter, which you can save for future use. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
x of x	Use these arrow icons to scroll through the expense account tables and open a different record on the form. The numbers show you which record you are viewing out of the total number of records in the search results.
+ New Rate Table	Click + New Rate Table to create a new expense account table.
	Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form rather than on separate tabs. Table name records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the List View Settings dialog box. Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results. For information about selecting columns, see Select Columns for a Grid. For more information and instructions on how to use list view, see Use the List View.
	After you have switched to list view, click the Switch to Detailed View icon to switch back to the detailed view of the form. Detail view is the default view that displays when you open a form for the first time; thereafter, the view that was active when you closed the application will display when you open. The detail view is the format that is described in help topics in the Help system.
Edit	Click this button to open all fields in the form for editing.
Other Actions	Click this option and choose an option from the drop-down list: Copy: Select this option to copy the details of the currently displayed rate table. Export All: This option displays if you are in the List View. Select this option to export records to a .CSV file format. You have the option of selecting all records (the default) or a subset of records for export to the .CSV file. The export function is disabled if you are in Detail View. Delete: Select this option to delete the currently displayed rate table.

Header Information

Field	Description
Table Name	Enter a name for the table. The name displays in place of the table number on all drop-down lists for expense account tables in Billing Terms Setup. If the table is project- or client-specific, you may want to enter the client or project name or number.
Table Number	Enter a number by which to identify this table. Assign sequential numbers to help identify tables quickly.
Available for Planning	Check this option to make the table available as an option from the Expense and Consultant Amounts Rate Table fields on the Project Planning Rates tab, if From Expense Account Table is selected from the Expense and Consultant Amounts Rate Method field. This option is only available if your company uses Planning.

Properties

Field

Description

Organization, Principal, Project Manager, Supervisor, Code

Use these Lookup fields to associate an organization, principal, project manager, supervisor, or code with the selected expense table. Only users with record access rights have access to the selected table in the Billing Terms, Project Planning, and Opportunity Service Estimates applications. You can limit the tables available to a particular user with the following lookup criteria: Organization: Select an organization on the lookup. If you do not have Organizations enabled, this field does not display. Principal-In-Charge: Select a principal on the employee lookup. Project Manager: Select a project manager on the employee lookup. Supervisor: Select a supervisor on the employee lookup. Code: Select a code from the drop-down list. Codes are defined in the Billing Rate Table Code Table (Settings > Organization > Codes).

Expense Accounts Grid

Field	Description
Account	This field displays the account number to which the multiplier applies.
Name	This field displays the account name to which the multiplier applies. When you edit the expense account table or add an expense account row, click to search for accounts in the Account Lookup dialog box.
Multiplier	Enter the multiplier to apply to this account, using up to four decimal places. This multiplier overrides any multiplier entered in the Expense Terms or Consultant Terms area of the Expenses/Units tab of the project's Billing Terms form.
	This icon displays at the end of the row when you click or hover over a grid row. Click the icon to select one of these actions for that row: Delete: Choose this option to delete the employee rate entry. Copy: Choose this option to copy the employee name and rate details as a new employee rate entry, excluding the effective date.
Filter	Click to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
+ Add Expense Accounts	Click + Add Expense Accounts to create a new expense account entry. Choose accounts from the Account Lookup dialog box and click Select. Enter the multiplier for the account and press Enter or click outside the row to add the new expense account entry to the expense account table.