Using the Pre-Bill List Screen

Using the Pre-Bill List Screen

After syncing timecards from HCSS, pre-bills are displayed in the Pre-Bill List Screen. This is your central workspace to review, fix, and manage pre-bills before transferring them into the EWBills billing system.

Understanding the Layout

The screen is split into two primary sections:

  • Top (Pre-Bill Header) – Displays individual pre-bills, including status, source timecard details, notes, and bill summary.

  • Bottom (Charge Details) – Displays associated Labor, Equipment, and Material charges for the selected pre-bill.

Filtering the List

You can control what appears in both the pre-bill and charge sections using built-in filters:

Pre-Bill List Filter (Top Section)

  • All Open Pre-Bills

  • Transfer Ready

  • Need Fixing

  • Excluded

  • Transferred

Charge List Filter (Bottom Section)

  • All Charges

  • Need Fixing

  • Excluded

These filters help isolate records that are ready to move forward, require manual attention, or were intentionally excluded from processing.

Advanced Filtering Tools

Above the Pre-Bill List are three additional buttons:

QuickFilter, Query and Reset

You can also access all three options by right-clicking a pre-bill header row.

Read Using QuickFilter and Saved Queries in EWBills for a detailed explanation of how to use these filtering tools.

Manual Edits, Locking, and Sync Awareness

EWBills allows you to manually correct or adjust imported timecards before transfer. For example:

  • Change hours or rates on a charge line.

  • Edit notes, cost codes, or other header details.

🔒 What Happens When You Edit

  • Once you make a manual change, the system locks that timecard.

  • A lock icon appears on the pre-bill and any affected charge lines.

  • A single timecard split across multiple pre-bills will lock all related pre-bills.

  • You can see which pre-bills are affected by opening the pre-bill, the list labeled Other Pre-Bills for this Time Card.

⚠️ Detecting Upstream HCSS Changes

  • The HJ column in the Pre-Bill List shows a marker when the timecard has changed in HCSS but is locked in EWBills.

  • These changes will not be auto-imported to avoid overwriting your manual work.

  • You may want to review these items manually.

🔓 Reset, Unlock, and Refresh Actions

  • Unlock – Clears all manual edits and restores the timecard to its latest HCSS version.

  • Reset –  Resets the timecard to its latest HCSS version

    Tip: Use Reset if you've made a change in HCSS and want to immediately refresh just that one pre-bill.

  • Refresh – Checks for and imports any new or changed timecards for the job.


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