Bill Backup

Prebill and Final Bill Backup have a review feature that allows you to review and edit Bill Backup.

Backup Review Options

In the Line Items area, select a line. You can select one or multiple lines. A right click context menu is displayed as a command list for the selected lines. When multiple lines are selected, any context menu command selected will apply to all selected line items for Bill Backup Review.

The context menu has the following commands available:

Command Description
Edit PDF

You can open a current PDF with your PDF editor or your PDF viewer. Bill backup line items with a Bill Backup Type of Bill or Bill Packet cannot be opened in a PDF editor, only in a PDF viewer, for security reasons.

Bill Backup allows you to edit bill backup in third-party PDF editor software. Edits made and then saved will display on the backup reports and attachments in the bill packet and the bill backup item Has Edits field will display a checkbox that is checked.

The following rules apply:

    • If you modify a PDF and relocate it to a different folder, your changes will not display in the Bill Backup tab. The system monitors the temporary attachment folder and detects edits made to reports and attachments, so when you modify and then relocate a PDF, changes will not be saved.
    • The system only detects changes for the current bill backup item for the Prebill or Final Bill that you have selected.
       

      Warning: It is recommended that PDF modifications be made to the current billing backup attachment, then saved and closed before taking other actions in the application.

    • The screen does not prevent you from editing a PDF, even if the status or security indicates a user is not allowed to make edits. However, the screen will ignore and not save any changes made if the status or security indicates a user is not allowed to make these edits.

    • This command is disabled on bill backup item for a bill packet line if Status is not Generated and also for Bill Backup TypeBill and Packet.
Revert PDF

Revert PDF allows you to revert an edited PDF attachment back to it’s initial state. Revert PDF can only be used for bill backup items that have the Has Edits field available.

You can revert a PDF back to an initial PDF, which is the initial copy attached to a document before any PDF edits occurred in bill backup.
View Current PDF

The following rules apply:

  • Any bill backup item attachment may be opened in a read-only PDF viewer

  • Using this command opens the current PDF version

  • Always available for all backup types

  • Disabled on bill backup items when bill packet line Status is not Generated

  • The PDF preview is an assistant preview pane and opens on top of the document
View Original PDF

The following rules apply:

  • Any original attachment that was on the transaction

  • Using this command opens the edited version. This edited version becomes the current PDF version and is available through the View Current PDF option. Both copies are kept.

  • Available for all backup types where bill backup item can be edited

  • Disabled on bill backup items when bill packet line Status is not Generated

  • The PDF preview is an assistant preview pane and opens on top of the document
Include This checks Include of the bill backup item. This command also allows for bulk including.
Exclude This unchecks Include of the bill backup item. This command allows for bulk exclusion.

Generate Backup

The Generate Backup action has been added for both Prebill and Final Bill. Selecting Generate Backup generates everything, even backup that is unselected, and allows you to see all of the backup. By selecting Generate Backup, it indicates the backup items that should be generated and merged into a bill backup or bill packet.

If a bill backup item has a PDF that is edited or a new bill backup item is added or removed, then the bill packet requires generation and you will need to use the Generate Backup action. If you submit Final Bill and bill packet is in Requires Generation status, the bill packet attachment will be disabled.

 

Note: Final Bill Submit does not regenerate the Bill Packet.

Add and Delete

The Add and Delete buttons display at the top of the bill backup items grid for bill attachments.

The following rules apply:

  • For Bill Backup Type, the Bill Attachment is the only backup line item that can be deleted and the only type that can be manually added
  • Sequence is automatically added
  • Add and Delete are disabled when the bill backup items grid is empty
  • Add can access all header level Prebill, except bills

Bill Backup Process

When Bill Backup process is running, there are a few items to remember:

  • A validation error will appear if bill attachment lines exist and with no attachment
  • A validation error will appear to alert you if selected bill backup items are in an error status. You will have to manually deselect the items to pass validation.
  • Bill packet process will not fail by missing files, conversion or merge errors. A partial packet will be created with all the available items and the failed items will be flagged with the appropriate status and Backup Status will be Invalid Selected Items. The failed items will remain selected.