How to Use the Billing Compiler
Compile owner billings and backup document exports from source documents in Vista's Job Cost Detail.
- Select Financial Controls > Billing Compiler.
- Select the Company and Contract for your project.
-
Choose a compile mode:
- Select Bill to select a specific bill and add additional pages from the Customize your output section.
- Select Backup
Only for Job Cost Detail summary and associated receipts.
This option pulls in all attachments and documents regardless of if they
have been billed or not.Note: Selecting Backup Only removes the Bill dropdown menu.
-
For the Billing compile mode, do the
following:
- Choose a bill from the Bill dropdown menu.
- Select Restrict Receipts
by Bill Number (for T&M) to include only receipts
attracted to that bill.Note: When restricting receipts by bill number, Receipt Start Date, Receipt End Date, Month Start Date, and Month End Date fields are no longer available.
-
Select an option to compile transactions based on
either recpeit dates or reporting months.
- Receipt dates: Select a Receipt Start Date and Receipt End Date.
- Reporting month: Select a Month Start Date and Month End Date.
- In the Customize your output section Contract item / phase filter dropdown menu, select filters for contract items, phases, pages, and signature blocks to include.
-
Select the Include JC Detail Page checkbox to include a
report with the job cost details.
Selecting this Include JC Detail Page checkbox activates the Page break JC Detail between Contract Item checkbox. Select this if you want contract items to appear on a new page after the JC Detail page.
-
When ready to compile and download your documents,
choose between a PDF or Zip file:
- Select Download as PDF to compile the bill into a single PDF.
- Select Zip to download individual files grouped into a Zip folder. The attachments will sort by Month, Transaction Type, Vendor, AP Ref, and Cost Trans.
Note: If you selected the Backup Only option, your download will include all documentation that falls within the specified date range and filters, regardless of if it has been billed or not.If integrating with JC Field Tickets, the compiled bill includes details for approved field tickets and field ticket PDFs.
