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Configure Vista Web for Job Billing

Modified: 12 Aug 2026 Viewpoint Financial Controls Billings Administration Help

To use the Job Billing module in the web portal, you must configure Vista Web job billing settings and user permissions.

Before setting up your portal, first Configure Vista for Job Billing.
Note: You must be a System Admin to configure this module.
  1. In Vista Web, go to Admin > Portal Settings > Billing > Progress Billing.
  2. In the portal setting Enabled JCCo's for Job Billing (Comma Separated), enter the Job Cost Company number(s) you want to enable in your portal for Job Billing.

    If there are multiple companies, enter a comma between each company number (no spaces). Users will only be able to create bills for companies listed in this setting.

    1. If you are enabling multiple Job Cost Companies, but you do not want users to access Job Cost Companies outside of their own PR Company, enable the portal setting Restrict JCCo to the JCCo that matches the logged in user’s PRCo.
  3. To determine which bill types your users will be able to generate, in the portal setting Enabled Bill Initialization Options, enter one or both of these options:
    • P: Progress (P) Items Only
    • X: Progress (P) and Both (B) Items - Initialize (B) Items as Progress.

    For more information on these Initialization Options, see Initialize Contract Billings in Vista Help.

  4. To customize the list of rejection reasons that display in the portal, use the setting Reason Codes to include in Job Billing Rejection (leave blank for all or comma separated).

    Enter the specific Vista HQ Reason Codes you want to include, separating each entry by a comma. To include all reason codes, leave this setting blank. (The setting is blank by default.)

    Note: You must have already set up reason codes in Vista for this setting to work. For details, see Configure Vista for Job Billing.
  5. To configure the portal to send an email to certain users when a bill is rejected, use the setting Billing Rejection Notification. Enter the Company and User Group who should receive the email. Save your changes.
  6. To allow certain users to see advanced billing options, enter them in an employee group and assign that group to the portal setting Employees who can see advanced billing options.

    Users with this employee group assignment will be able to create bills by Process Group, select an Item Bill Group, and separate invoices per Item Bill Group.

  7. To enable certain users to have the ability to delete unsubmitted job bills, create an employee group with those users and assign them to the portal setting Employee Group that can delete unsubmitted Job Bills from the Web.

    Users will not be able to delete bills that have been submitted from the portal.

  8. If you would like users to be able to see stored materials fields on the Billing Details grid, enable Show Stored Material Fields. This adds the following fields: Net Invoice SM, SM Retainage, SM Previous, SM Purchased, and SM Installed.

    • Users can edit SM Purchased and SM Installed values.

    • In Vista JB Company Parameters, if you enabled Allow changes to Previous and Contract Amounts, users can also edit the SM Previous column.

  9. By default, users will be able to see all job bills for all contracts. To limit users to only seeing jobs they are assigned to in Vista, enable the Job Data Security Mode portal setting.
    1. Go to Admin > Portal Settings > Security / Login > Data Security.
    2. Select an option from the dropdown. Read about each setting option before you make modifications, as this setting affects more than just your Job Billing module if you enable it.
  10. To give users access to Job Billing in Vista Web, go to Admin > User Access > Financial Controls and enable permissions depending on the needs of your users:
    • JB Review: Assign this permission to users who need approval permissions only. These users have access to only Job Billing Review, not the Job Billing Dashboard. In order to approve or reject bills, users must be set up as Job Billing Reviewers in Vista.
    • Progress Billing: Assign this permission to users who need access to both the Job Billing Dashboard and Job Billing Review in order to create, submit, approve, or reject bills
      Note: When a user creates a bill, their VA User Name will be entered in the Created By field in the JB Progress Billing in Vista. If the user does not have a VA User, or the VA User does not have their PR Company and PR Employee number entered, the Created By field will insert KDSUser in this field.

    For more information about these permissions, see About Module Bundles and Licensing on the User Access Page.

After a bill has been submitted, it will route for approval to those in the Job Billing HQ Reviewer group assigned to the JB Contract Info / JC Contracts JB Info tab in Vista.
  • This approval process does not follow sequential approval, each user assigned will be able to review once the bill is submitted.
  • If a reviewer’s VA user profile is listed on multiple HQ Reviewers, they can approve for each at the same time by selecting All Reviewers under the Review As filter when approving.
  • If the Use Review and Approval Workflow setting is not enabled in Vista JB Company Parameters, bills created for that JB Company will be automatically approved once submitted.
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