Setting Up JB Bill Groups

JB Bill Groups organize contract items (schedule of values) into groupings for billing and reporting. You can invoice by bill group when needed.

Before you start

• Contract items exist on JC Contracts or PM Contracts.

Steps

1. Open JB Bill Groups and create the bill group codes you need.
2. On JC Contracts or PM Contracts, open the Items tab and assign a bill group to each item.
3. Use the application-for-payment report with bill groups when you need that layout.
4. Generate separate invoices per bill group when your process requires it.

Notes

• Wrong bill group assignments mix items across invoices—set groups before you initialize progress bills.