The Job Billing Dashboard is a simplified version of the JB Progress Billing Page in Vista.

1. Select Financial Controls > Job Billing > Job Billing Dashboard.
2. To create a new bill, select Create Bill. A window opens to make specific selections to the bill. When finished, select Create.
   • This generates and opens the progress bill on your page and on your grid. The bill will also appear in Vista’s Job Progress Billing with the VP User name as the creator of the bill with the date it was created.
   • Contract items added to your bill are dependent on the Bill Initialization Option selected. If your Contract only has Bill Type B-Both and you select P for Progress Items Only, your bill will not have any contract items.

   • Bill month is defaulted to the last opened bill month. Users will not be able to select a bill month that has been closed.

3. To view, edit, and submit a bill for approval, select the bill from the grid.
   • If you update the % Complete or This Bill Units, corresponding columns update.
   • If you update SM Purchased or SM Installed, the Net Invoice SM and SM Retainage columns update.
   • For items with a lump sum unit of measure, update the progress by entering a new % Complete or the This Bill WC Amount. When one field is changed, the other two automatically recalculate.
   • If Allow Changes to Previous and Contract Amounts was enabled in Vista's JB Company Parameters, users can also edit the SM Previous column.
   • For items with units, you can update progress by changing amounts in the % Complete, This Bill Units, or This Bill WC Amount fields.
     Note: Stored Materials purchased for a contract item increase the Total, whereas Installed materials decrease the total.
4. Select Actions to update Shipping Info, Edit Notes, and add Attachments.
5. To see who will review once the bill is submitted, select View Workflow.
6. When you are ready to submit, select Submit.
   • When submitted, the bill will be marked as ready for review in Vista's JB Progress Billing with the User ID (VA User profile) and date.
   • Those who are assigned to approve and also have permission to Progress Billing in the portal will be able to approve on the Job Billing Review page: Approval > Job Billing Review.
   • If you are a reviewer of a bill, you will be able to select Approve or Reject on the Billing Details page.
7. To reject a bill, select Reject.
   1. Select a reason for rejection from the drop-down list.
   2. Explain the rejection reason for the invoice in the notes field.
   3. Select Reject to confirm.
   Note: System Admins can customize this list of rejection reasons with the portal setting Reason Codes to include in Job Billing Rejection (leave blank for all or comma separated). Use this setting to limit the reason options in the list. Enter the specific HQ Reason Codes for reasons you want to include, separating entries by commas. To include all reasons, leave this setting blank. (This setting is blank by default.)

   HQ Reason Codes are configured in Vista Headquarters > Programs > HQ Reason Codes.

   Note: System Admins can send an email notification to a user group when a bill is rejected with the portal setting Billing Rejection Notification.