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Configuring JB Company Parameters

JB Company Parameters sets control options for Job Billing in a company. Every company that bills must be set up here before any Job Billing processing. Options change how Job Billing forms work and how Job Cost and Accounts Receivable interact with Job Billing. Restrict the form to a System Administrator when possible. After go-live, change options rarely — wrong changes can affect processing or stored data.

Before you start​

  • Decide auto vs manual invoice numbers and (if auto) whether numbers come from Job Billing or Accounts Receivable.
  • Prefer Automatic Update of Prev Billed and ChgOrder Amounts on Future Bills on, and Allow Changes to Previous and Contract Amounts off (that allow flag is mainly for initial setup / beginning balances).
  • Plan progress vs T&M invoice formats for invoice delivery (company, customer, and contract levels).

Steps​

  1. Open JB Company Parameters and enter JB Company (valid HQ company for Job Billing).
  2. Set invoice numbering:
    • Check Auto Sequence Invoice # to have the system assign numbers (enables Last Invoice Option). Unchecked = enter invoice numbers manually.
    • Last Invoice Option (auto only): Job Billing uses JB Last Invoice # on this form; Accounts Receivable uses Last Invoice # in AR Company Parameters.
    • JB Last Invoice #: at first setup enter a starting number (up to 10 digits) or leave blank to start at 1. After setup, do not edit. Manual invoice numbers do not advance this field.
  3. Set previous-bill / contract amount behavior:
    • Allow Changes to Previous and Contract Amounts: when on, Contract Units, Contract Amount, Previous Units, and Previous Amount are editable on JB Progress Billing. Previous-amount edits affect only what prints — they do not update GL, AR, or JC. Typically on only when first setting up Job Billing.
    • Automatic Update of Prev Billed and ChgOrder Amounts on Future Bills: when on, changing a progress or T&M bill updates previous billed, current contract amount, and units on later bills for that contract/customer; approved progress change-order items update previous CO additions/deductions. Do not also check Allow Changes to Previous and Contract Amounts. When off, use File-menu update options on JB Progress Billing and JB T&M Bill Edit instead.
    • Allow Changes to Progress Bill Data When Both Progress and T&M Exists: when on, progress bills remain editable when both bill types exist (T&M is not updated from those edits, so the two can diverge). When off, progress changes must go through T&M.
  4. Set JC / AR / workflow options:
    • Flag JC Transactions Not Defined on Template: checked = mark unbillable (status 2) JC detail with no source/cost type on the template (or Bill Flag = Neither); they stay off future bills and print on an error report only. Unchecked = they keep returning as errors until the template or JC Phase Cost Types bill flag is fixed. Prefer defining every source and cost type on templates (burden often non-billable).
    • Attach Batch Reports to HQ Batch Control: on post, batch/audit reports become PDFs on the HQ Batch Control record. Report errors abort the post.
    • Suppress $ 0 bill item lines when Interfacing to AR (Info tab): checked = zero item lines are not sent to AR.
    • Use Review and Approval Workflow: enables Review Level for AR Interface and review fields on JB Contract Info / JC Contracts / PM Contracts (shared table — change in one updates the others). Review level is the minimum before JB Interface (0 Any through 4 Approved for Billing).
    • Certify Progress Billing Claims (AU): only if HQ Company Setup Default Country is Australia. Enables Certified / Claim Date / Certify Date on JB Progress Billing Info; Units Claimed and Amount Claimed stay hidden until shown via Field Properties (F3).
  5. On the Info tab, set Progress Bills Invoice Format and T&M Bills Invoice Format (exact report titles; F4). Override order: company → AR Customers → contract. If all three are blank, invoice delivery cannot pick a format — print/email manually. Optional JB T&M Template defaults for new (and blank existing) T&M or Both contracts.
  6. Set Audit Options: Company Parameters is always on. Optionally track JB Bill and JB Template changes in HQ Master Audit.
  7. On Email Settings, enter From Address (multiple allowed, separated by ;), Subject (up to 60), and Body (formatted text). Recipients are not here — set them on the JC Contracts JB Info tab.
  8. Optional Bill Control Options:
    • Restrict Bill Changes By User + All Bills Access Role: only users in the role can edit/delete bills assigned to others; anyone can still work bills assigned to themselves. Blank role with the checkbox on = nobody can touch another user’s bills.
    • Closed Mth Bill Control + Last Month Closed (required when on) + Closed Mth Bill Access Role: restricts add/edit/delete in closed JB months independently of GL. Defaults Last Month Closed from the AR subledger closed month; can be set to the current month. When GL Month End Close runs, if the AR close month is later, Last Month Closed is pulled forward. Blank closed-month role with the checkbox on blocks everyone.
  9. Save. Invalid lookup data can warn but still save during early company setup (for example interface companies and journals that do not exist yet).

Notes​