Create Reviewer Groups for Job Billing Invoices

When implementing the review and approval workflow feature in Job Billing, you will need to create reviewer groups in HQ Reviewer Groups.

All users associated with a reviewer group will be able to review and approve Progress and/or T&M billings. Once you create a reviewer group, you can assign the reviewer group to a contract in JB Contract Info or directly to billings in JB Progress Billings or T&M Bill Edit. Reviewer groups assigned in JB Contract Info are automatically assigned to billings when they are initialized or manually entered; however, you can override the defaulted group as needed.

The following instructions detail how to create reviewer groups for Job Billing invoices.

  1. From the main menu, select Headquarters > Programs > HQ Reviewer Groups.
  2. In HQ Reviewer Groups, click in the Reviewer Group field and enter a name for the reviewer group.
  3. In the Description field, enter a description of the reviewer group.
  4. Select the Active checkbox to indicate the Reviewer Group is "active" and able to review and approve job billings.
  5. In the Responsible Person field, enter the responsible person or press F4 to select from a list of available reviewers. The responsible person must be a reviewer in the system (in HQ Reviewers).
  6. From the Reviewer Group Type drop-down, select 3-Job Billing.
  7. Use the Reviewers tab to add reviewers to the group. See Adding Reviewers to Reviewer Groups for more information.
  8. Save the record.
Reviewer group is set up and can be assigned to contracts in JB Contract Info.