How to Use the Next Gen Billing Compiler

Compile owner billings and backup document exports from source documents in Vista's Job Cost Detail.

  1. Select Financial Controls > Billing Compiler - Next Gen.
  2. Select the Company and Contract to create a bill.
  3. Select Bill to select a specific bill and add additional pages from the Customize your output section.
  4. Select option to compile transactions based on
    • Receipt dates: Select Receipt Start Date and Receipt End Date.
    • Reporting month: Select Month Start Date and Month End Date.
  5. In Customize your Output, select the Bill Type or Sort Options.
    Sort Options include Phase, Date, Month, or Vendor Name.
  6. To update the Bill Attachment output, select the sort option to change, and select Initialize Attachments. A window displays with a confirmation message, select Confirm. The Bill Attachments list will update to reflect the changes.
  7. Select Add Attachments to upload files. A window displays, select the files to upload and select Save Attachments. The window closes and Added Successfully displays on the Bill Attachments list.
  8. Select the More button on the bill line to rename the file or add a description to the attachment. The description replaces the displayed title.
  9. Drag and drop attachments to reorder the Bill Atttachments list.
  10. Select Download as PDF to compile the bill into a single PDF.
    • To exclude bills from the PDF, select the More button on the bill line, and select Exclude.
    • To download as individual files, select Zip. The attachments will sort by Month, Transaction Type, Vendor, AP Ref, and Cost Trans.
    • If integrating with JC Field Tickets, the compiled bill includes details for approved field tickets and field ticket PDFs.