The HCSS Web Edition Pre-Bill Module is designed to streamline your billing workflow, reduce manual data entry, and minimize human error. Below are some tips and best practices to help you get the most out of the integration.

✅ Setup Tips

• Get API Credentials Early
  Request your HCSS API credentials as soon as possible—they’re required for activation and setup.

• Use a Test Job First
  Try syncing a non-critical job first to familiarize yourself with the process and resolve any initial issues.

• Coordinate Your “Import Timecards After” Date
  For active jobs, set a clean cut-off date to avoid importing duplicate or already-processed timecards.

⚙️ Configuration Best Practices

• Review Job-Level Overrides
  Not every job may follow the same rules. Use job-level settings to handle exceptions without disrupting global defaults.

• Assign Permissions Carefully
  Ensure only authorized users can access the module and perform sensitive actions like resolving missing data.

• Maintain Code Mappings
  Regularly review your Code Setup and Code-ID Assignment tabs to keep equipment and labor mappings current.

📈 Workflow Optimization

• Use the Resolve Screen Often
  It's the fastest way to fix issues across multiple pre-bills—especially useful when importing large batches of timecards.

• Tag and Transfer in Batches
  Organize your workflow by tagging pre-bills in logical batches before transferring to billing.

• Review Transferred Bills Before Finalizing
  Even though the data is automated, it’s still smart to review charges for accuracy before final billing.

💡 Once your setup is complete, using the module should be quick, repeatable, and far more efficient than importing XML or typing entries by hand.