Transferring Pre-Bills to EWBills

Transferring Pre-Bills to EWBills

Once your pre-bills have been reviewed and are ready for processing, the final step is to transfer them into EWBills so they can be converted into billable items on the Billing Worksheet.

Transfer Process

  1. Click Transfer Ready
    On the Pre-Bill List Screen, select Transfer Ready filter to refresh the list and enable transfer options.

  2. Tag Pre-Bills for Transfer
    Use the following buttons on the right side of the screen:

    • Tag – Selects a single pre-bill.

    • Tag All – Selects all pre-bills in the current view.

    • Untag / Untag All – Deselect individual or all pre-bills.

  3. Click Transfer
    Once the appropriate pre-bills are tagged, click Transfer to move them into the EWBills Billing Worksheet.

What Happens Next

  • The transferred pre-bills become standard billing entries.

  • You can now review, modify, and finalize them using your usual EWBills billing workflow.

🚀 The transfer process completes the sync-to-bill pipeline, replacing manual entry with a faster, more accurate method.

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