The HCSS Web Edition Pre-Bill Module in EWBills streamlines billing by directly importing and processing timecards from HCSS HeavyJob Web Edition. Use this guide to walk through setup, configuration, usage, and best practices.

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📘 Preparing for Setup

1. Overview of the HCSS Web Edition Pre-Bill Module - Introduction to the module, key features, and benefits.
   

2. Getting HCSS API Credentials - How to obtain the required API credentials from HCSS.
   

3. Activating the HCSS Web Edition Module in EWBills - Requesting module activation and confirming your subscription includes Pre-Bill access.
   

⚙️ Configuration

4. Configuring Application-Level Settings - Enabling the module and entering your credentials in Application Setup.
   

       • Configuring the Pre-Bill Setup Tab - Control how imported timecards are processed and mapped.
   

       • Configuring the Code Setup Tab - Set up billable hour codes and automatic MSE reminders.
   

       • Configuring the Code – ID Assignment Tab - Map Employee IDs, Equipment IDs, and Pay Class data from HCSS to EWBills.
   

🌐 Job-Level Control and Syncing

5. Job-Level Overrides and Import Settings - Customize sync behavior for individual jobs.
   

6. Syncing Timecards from HCSS - Use the HJWeb button to import and process HCSS timecards.
   

🔀 Pre-Bill Review and Transfer

7. Using the Pre-Bill List Screen - Review, filter, and make adjustments to imported pre-bills.
   

8. Resolving Pre-Bill Issues in Bulk - Use the Resolve screen to fix issues across multiple pre-bills at once.
   

9. Transferring Pre-Bills to EWBills - Tag and transfer pre-bills into the Billing Worksheet for final processing.
   

💡 Helpful Guidance

10. Tips and Best Practices - Advice to ensure a smooth setup and efficient daily workflow.