Workflow Overview: Vista Web Job Billing Review

See an overview of all the steps involved in the Vista Web Job Billing Review workflow.

Review each step needed to configure, create, submit, and review job billing in Vista Web.

Configure Vista for Job Billing
  1. For each Vista Web reviewer, create a Vista VA User Profile if you haven't already done so.
  2. Set up job billing reviewer groups in Vista HQ Reviewer Groups.
  3. Assign job billing reviewer groups in Vista JB Contract Info or JC Contracts.
  4. Enable review and approval workflow settings in Vista JB Company Parameters.
  5. Optionally, configure Vista HQ Reason Codes to create a custom list of reasons reviewers can choose when rejecting a bill.
Configure Vista Web for Job Billing
  1. Enable Progress Billing portal settings.
  2. In User Access, for the Financial Controls module, assign Progress Billing permissions to your Vista Web job billing users and reviewers.
Create and Submit Bills in Vista Web
  1. Create and edit bills on the Job Billing Dashboard in the web portal.
  2. Submit the bill for approval once it is complete and ready for review. Submitting the bill in the portal switches the Approval Status to In Progress and automatically marks it as Ready For Review in Vista JB Progress Billing.
Approve or Reject Bills in Vista Web
  1. Reviewers approve or reject bills from the Job Billing Review page.
    • 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.
    • If rejected, the reviewer must enter a reason for the rejection. The Approval Status on the Job Billing Dashboard in the portal updates to Rejected. In Vista JB Progress Billing, the bills stays as Ready For Review and the rejection reason displays in the Notes tab.
What's Next: Interface Approved Bills to Accounts Receivable in Vista
  1. 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. Enter the Bill Month, select Interface for all the bills you want to include, and Post the batch.
    • 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.