Configuring JB Company Parameters

JB Company Parameters sets company-wide job billing behavior—invoice numbering, previous-bill updates, and audit options.

Before you start

• Decide whether invoice numbers auto-sequence and what starting number to use.
• Know whether you need to allow edits to previous/contract amounts (usually only for beginning balances).

Steps

1. Open JB Company Parameters.
2. To auto-number invoices, enable auto-sequencing and enter the starting invoice number.
3. Check Automatic update of previous build so prior billed amounts stay current on new bills.
4. Leave Allow changes to previous and contract amounts unchecked unless you are loading beginning balances or have a specific correction need.
5. Enable audit options as required.
6. Save.

Notes

• Allowing changes to previous/contract amounts outside of controlled setup can distort progress billing history.