Closing groups of jobs

To close a group of jobs:

Open 3-5 Jobs (Accounts Receivable).

On the Update menu, click Closed Status.

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.

Links to more information...

Closing jobs

Displaying Picklist windows

About removing jobs at fiscal year-end

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.