The Pre-Bill Setup tab defines how EWBills processes imported timecards from HCSS. This configuration allows you to control what data is pulled in, how it’s interpreted, and how it appears on your pre-bills.
These settings must be reviewed and completed before importing timecards:
Timecard Status to Import
Select which timecard statuses should be eligible for import:
✅ Pending, Reviewed, Approved, Accepted (check all that apply).
Work Description Source
Choose where EWBills should pull the default work description from:
Contract Change Order Description
Job Cost Code Description
Timecard Company Private Note
Timecard Inspector Public Note
💡 If you're using tagging (like in the XML import), it will continue to work here and split note content into the appropriate fields.
Labor Craft and Level
Yes = Use imported Pay Class data (requires correct mapping in the Code – ID Assignment tab).
No = Use EWBills default labor rates and categories.
CCO (Contract Change Order)
Set a default CCO to assign automatically when new cost codes are imported.
Import MSE
Check this box to include Material, Subcontract, and Equipment entries from HCSS in the import.
These settings further refine how data is handled, but are not required:
Notes
Yes = Import HCSS Public Notes as Contractor Comments.
No = Ignore all HCSS notes.
Charge Sort Order
Yes = Maintain the sort order from HCSS.
No = Re-sort all charges alphabetically in EWBills.
Employee ID (Number Field)
Specify the length of the numeric employee ID (max 11 digits).
Used for converting to EWBills’ alphanumeric format.
Example: John Doe with ID 937885 and length set to 6 becomes DOEJ937885.
This section applies only to jobs excluded from the Web Edition module (i.e., those using the legacy XML import process). These settings function the same way as in prior versions of EWBills.