Add a Missing Billing Category to Fix a Zero Billing Extension

If you run the Refresh Billing Extensions application and a particular Billing Category results in a zero billing extension, the Billing Category may have been deleted from the Labor Categories Billing Rate Table or the Labor Categories tab of Accounting Configuration.

To add a missing billing category used by multiple billing category tables, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Accounting > General.
  2. Click the Labor Categories tab.
  3. Click Insert on the grid toolbar and add the Category number and Description for the new category.
  4. Click Save.
  5. Click Billing > Billing Rate Tables > Labor Categories.
  6. On the Labor Categories form, click Insert.
  7. In the Category field, select the category that you added in step 3.
  8. Enter the desired rate, effective date, and sequence.
  9. Click Save. After you add the missing category, re-run Refresh Billing Extensions.

    You cannot run Refresh Billing Extensions to refresh a billing category rate that has been posted. If you want to assign a new billing category after a timesheet is posted, you must complete a timesheet adjustment using the correct billing category.

Alternative procedure: If the missing billing category is used in just one billing category table, insert a new category on the Labor Categories form of Billing Rate Tables.