Modify a Billing Transaction

You can modify the comments or descriptions for labor, expense, or unit transactions. These modifications do not affect your General Ledger or project reports.

To modify data for a billing transaction, complete the following steps:

1. From the Vision Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project.
3. Click the Labor, Expenses, or Units tab. Vision displays all outstanding transactions posted to this project, phase, or task.
4. Select the transaction line that you want to modify.
5. Click Modify.
6. Complete the Billing Labor Modify, Billing Expense Modify, or Billing Unit Modify dialog box and click OK.