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Closing jobs

Displaying Picklist windows

About removing jobs at fiscal year-end

Closing groups of jobs

To close a group of jobs:

  1. Open 3-5 Jobs (Accounts Receivable).
  2. On the Update menu, click Closed Status.

  3. 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.

  4. Click the check mark button.
  5. Open 4-1-2-23 AP Invoice List~with Payments, and print the report for jobs that you are closing.
  6. Verify that all the invoices are paid or void.
  7. Open 3-1-2-23 AR Invoice List~with Payments, and print the report for jobs that you are closing.
  8. 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.