Submit your Suggestions for Vista Web

Allow for JB Progress Billing in the Progress Entry Module

The Progress Entry module currently only allows for JC Progress Entry, not JB Progress Billing. JB Progress Billing allows the user to bill directly against the contract items as opposed to having to go phase by phase, job by job within a single contract. This is particularly useful for Lump-Sum contracts that may require multiple jobs and phases, but few contract line items. 

  • Guest
  • Oct 8 2019
  • Already exists
Company Lee's Imperial Welding
I need it... 1 month
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  • Guest commented
    February 13, 2020 16:33

    Hello Mark, 

     

    We have not gone through a billing cycle since this has been updated. We expect to try it out this month. Thank you for addressing my comment and I'll keep you updated with our feedback. 

  • Admin
    Mark Cadman commented
    February 06, 2020 01:31

    Hi Rob,

    Have you had a chance to check out our new Financial Controls - Progress Billing module? Here's a link to our documentation: http://www.keystyledata.com/kb/#KB/OfficeTools/Job_Billing/JobBilling.htm

    Please let me know what you think!

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