Job Billing Features

Vista 2023 R2 delivers on user-requested Job Billing enhancements, fixes, and other improvements.

Updates to JB Invoice Delivery

Several updates were made for the JB Invoice Delivery feature released in Vista 2023 R1. These updates are as follows:

  • JC Contracts - Added a JB Delivery History tab to show the delivery history of Progress and T&M invoices for the selected contract. Information shown on this tab includes the delivery ID, bill month, bill number, the date the invoice was sent (delivered), delivery method, delivery status (Delivered or Failed), and the recipient, as well as the recipient's email and/or address information (depending on the delivery method).

  • JB Contract Info - Added a JB Delivery History tab to show the delivery history of Progress and T&M invoices for the selected contract. Information shown includes the delivery ID, bill month, bill number, the date the invoice was sent (delivered), delivery method, delivery status (Delivered or Failed), and the recipient, as well as the recipient's email and/or address information (depending on the delivery method).

  • JB Invoice Delivery (JBEmail) - The Deliver button (below the grid) is now disabled until you select one or more invoices for delivery in the grid (that is, the Select checkbox is selected for one or more invoices).

  • JB Invoice Delivery (JBEmailDelivery) - This secondary form, accessed by selecting the Deliver button from the JB Invoice Delivery (JBEmail) form, has been renamed to "JB Invoice Delivery - Send" to better clarify its purpose.

Check Issue Status

To see a list of defects fixed in this version, go to the Track Cases/Issues page of the Viewpoint Customer Portal. Use the filter options to select your product and module. In the Fixed in Version field, select this version, then select Apply Filters.