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Approve or Reject Bills

Modified: 23 Sep 2026 Viewpoint Financial Controls Billings Help

Once a bill is submitted, reviewers can approve or reject the bill from the Job Billing Review page.

Bills that have been submitted for review are marked as Ready For Review in Vista JB Progress Billing.
Note: Only users who have been assigned to a Job Billing HQ Reviewer Group in Vista and given JB Review or Progress Billing permissions in the portal can approve or reject bills in Vista Web.
  1. In the Vista Web portal, go to Approval > Job Billing Review. The main grid shows the bills available for you to review.
    You can approve or reject bills directly from the grid, or you can select a bill to open it and approve or reject from the bill details page.
    • The Reviewer filter at the top of the Job Billing Review page allows users to see bills per job billing reviewer group, if they belong to more than one. To see all bills for all reviewers, select All Reviewers.
    • To see other reviewers on a bill, open the bill and select View Workflow.
    Note: The portal does not follow approval sequences. All reviewers will be able to approve or reject a bill as soon as it is submitted.
  2. Approve a bill in one of the following ways:
    • From the Job Billing Review page, select the green check mark for the bill you want to approve.
    • Alternatively, select the bill to open the details, then select Approve.

    Once all reviewers in the workflow approve the bill, the Approval Status on the Job Billing Dashboard updates to Approved and the bill is marked as Draft Approved in Vista JB Progress Billing.

  3. Reject a bill in one of the following ways:
    1. From the Job Billing Review page, select the red x for the bill you want to reject.

      Alternatively, select the bill to open the details, then select Reject.

    2. In the Reject Invoice window, select a rejection reason from the dropdown (if your company set up HQ Reason Codes in Vista) and enter any notes in the text field.
    3. Select Reject to confirm.

    If a bill has been rejected, in Vista JB Progress Billing, the bills stays as Ready For Review and the rejection reason displays in the Notes tab.

  4. To undo an approval or rejection, select the blue icon: .
  5. Once you approve or reject a bill, you may no longer see it on the Job Billing Review page. To see all bills, select Show Approved/Rejected Bills at the top of the page.
After all reviewers have approved the bill, it is marked as Draft Approved in Vista JB Progress Billing in the Bill Status Tracking section. The final approver's information populates next to the bill status.
Once all reviewers approve the bill, it can be interfaced to Accounts Receivable, then delivered as an invoice to the customer.
Process bills through the Vista JB Interface form. For more information, see the Vista Help on how to Interface Billing Invoices.
  1. Enter the Bill Month, select Interface for all the bills you want to include, and Post the batch.
  2. Complete the JB Batch Process.

When you interface a bill, Vista takes the billing information in the Job Billing module and creates a corresponding customer invoice in the Accounts Receivable module, also updating General Ledger and Job Cost.

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