About Adding, Editing, and Deleting Bill Items

Once you have created a progress billing, you can modify the items, add new ones, or delete items using the Items tab in JB Progress Billing.

Whether you create a progress billing via initialization or manual entry, the system populates the Items tab in JB Progress Billing with all items on the specified contract with a Bill Type of 'Progress' or 'Both', and includes all previous values (Previous Units and Previous Amount) for each item. You can then modify existing items, add new items, or delete items (if eligible) as needed.

The Items tab displays standard information that can be edited for each item on the invoice. You can display additional fields for entry as needed using the entry options available in the Options menu. For more information, see About Progress Billing Grid Options.

Adding and Deleting Bill Items

You will typically not need to add items to the billing, since they are added automatically when the invoice is entered. Use the option to add a new item when a new item is added to the contract (a change order item) after the billing is created.

Note:
  • If a billing’s contract is closed, you can only add items if the Post to Closed Jobs option in JC Company Parameters is checked.
  • If you have applied a maximum retention amount for the current contract, and you exceed the maximum retention limit, the system will display a warning and you can decide whether or not to have the system automatically set the maximum retention amounts.

If you select not to set the maximum retention amounts, and later decide that you want to do so, select File > Limit Current Bill to Maximum Retention Allowed. The system will check to see if the maximum limit has been reached and you can then decide to set the maximum retention amount.

Items can be deleted from a progress invoice only if all previous and current amounts for the item are zero. To delete an item, select the item and click the Delete button.

Editing Items

For items with a lump sum unit of measure, update progress by entering a new percent complete (% Complete field), a new to-date amount (To Date Amount field), or the amount to bill for this item this time (This Bill Amount field). When one field is changed, the other two automatically recalculate.

For items with units, you can update progress by changing amounts in the % Complete, To Date Amount, or This Bill Amount fields. If Options > Item Unit Entry is selected, you can also update progress by entering new to date units (To Date Units field) or the units to bill this time (This Bill Units field). When one field is changed, all others automatically recalculate.

Note: If a billing’s contract is closed, items can only be added when the Post to Closed Jobs checkbox in the JC Company Parameters form is selected.

If you certify billings, additional fields are available for entering Claimed Units and/or Claimed Amount. However, these fields are initially hidden and must be set to ‘Show in Grid’ using the Field Properties (F3) form. For more information, see About Certifying Billings.