Configure Vista settings to enable and support Job Billing in the Vista Web portal. In Vista, make sure each reviewer has a VA User Profile, set up HQ Reviewer Groups with Job Billing reviewers, and assign these reviewer groups to contracts.

1. For each user you want to set up as a job billing reviewer, confirm that they have only one Vista VA User Profile, which has their Payroll Company and Employee number entered on it.
   Tip: You can set up Vista Web job billing reviewers so they do not consume a Vista license. For more details, see Create Vista VA Users for the Web Portal Only.
2. Create job billing reviewer groups in Vista HQ Reviewer Group and assign reviewers to the groups. The Reviewer Group Type must be 3-Job Billing in order to be assigned to a JB Reviewer Group later on. Follow the steps outlined here: Set Up Reviewers in Vista.
3. Assign these job billing reviewer groups to each applicable contract in Vista JB Contract Info or JC Contracts JB Info tab (the forms are identical, and data entered in one updates the other).
   1. In Vista, go to Job Billing > Programs > JB Contract Info.
   2. On the Info tab, in the JB Reviewer Group field, enter the job billing reviewer group you set up previously.

      For more details, see the Vista Help on the JB Reviewer Group field.

      Note: Each new billing defaults to the reviewer group associated with the contract. Users can override the default contract for a billing as needed.
4. Enable review and approval process settings in Vista JB Company Parameters.
   1. Go to Job Billing > Programs > JB Company Parameters.
   2. On the Info tab, select the Use Review and Approval Workflow checkbox.
      Important: If the Use Review and Approval Workflow setting is not enabled in Vista, bills created for that JB Company will automatically be approved once submitted.
   3. To set the minimum level of the review process that is required in order to interface billings to Accounts Receivable in Vista, choose an option in the Review Level for AR Interface dropdown.
      • 0 - Any
      • 1 - Ready for Review
      • 2 - Draft Approved
      • 3 - Sent to Customer
      • 4 - Approved for Billing

      For details, see the Vista Help on the Review Level for AR Interface field.

      

   4. If you want to allow users to edit the SM Previous column on a bill in the portal, enable the Vista setting Allow changes to Previous and Contract Amounts.
   5. Configure any additional JB Company Parameters settings you'd like to implement.
5. Configure Vista HQ Reason Codes if you want to create a custom list of reasons that reviewers can choose from when rejecting a bill.
   1. Go to Headquarters > Programs > HQ Reason Codes.
   2. Enter a Reason Code of three characters or fewer.
   3. Enter a Description explaining the reason code.

   For more details, see the Vista Help on the HQ Reason Codes form.