Closing groups of jobs
To close a group of jobs:
- Open 3-5 Jobs (Accounts Receivable).
- On the Update menu, click Closed Status.
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In the Picklist window, double-click the jobs to which you want to assign status 6-Closed.
Alternatively, you can select a job, press the Ctrl key, and then drag the cursor over several jobs. Red text indicates the jobs are selected.
- Click the check mark button.
- Open 4-1-2-23 AP Invoice List~with Payments, and print the report for jobs that you are closing.
- Verify that all the invoices are paid or void.
- Open 3-1-2-23 AR Invoice List~with Payments, and print the report for jobs that you are closing.
- Verify that all the invoices are paid or void.
Tips:
- Add a copy of the Payable Invoice List report to the physical job file.
- You can always post invoices or credits to a job assigned status 6-Closed. Posting an invoice or credit invoice does not affect the job’s status.
- When you close the books at the fiscal year-end, you can remove all closed jobs and their related records.