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JB Bill Groups

Company Tracker action: implementation-setup-jb-bill-groups Milestone: Job Billing / Module Setup (milestone_id=8, core_milestone_id=2) Order: 7 Estimated duration: 0.5 hours Typical owner: Controller / Billing

Purpose​

Define bill groups so selected contract items can present as one grouped line on the invoice when the client needs that presentation.

Prerequisites​

  • Contract items exist on the contract (JC/PM) before assignment.
  • Know which contracts need grouped invoice presentation (most do not).

Vista configuration article​

See the detailed Vista guide:

Setting Up JB Bill Groups

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • When in scope: only when a contract needs specific items grouped together for invoice presentation. Example: items 1.1, 1.2, and 1.3 should show as item 1 — assign them all to Bill Group 1, and use the invoice report that presents by bill group.
  • Contract-specific: this setup is tied to the contract, not a company-wide master you invent for every job.
  • Decide / Load: skip/hide when contracts bill items as-is. When needed, define groups and assign the contract items before initializing progress bills.
  • Accept means Billing/Controller confirms which (if any) go-live contracts use bill groups and that the matching invoice report is in place.

Tips and gotchas​

  • Not required for every client — only when invoice presentation needs item roll-up.
  • Wrong or missing bill group assignment mixes how items appear across invoices; set groups before you initialize progress bills.
  • Presentation depends on the invoice report that shows bill groups.

Done when​

  • Either: bill groups are out of scope (action N/A / hidden), or
  • In-scope contracts have bill groups assigned and the invoice report that presents them is confirmed.