Closing jobs

To close a job:

Open 3-5 Jobs (Accounts Receivable), and select the job that you want to close.

In the Current Balance text box, verify that the job-ending balance is $0.00.

On the Options menu, click Invoices.

Verify that the status of each invoice/credit is 4-Paid and close the Receivable Invoices window.

In the Status list, click 6-Closed.

On the File menu, click Save and close the Jobs window.

Open 4-1-2-23 AP Invoice List~with Payments, and print the report for job 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 groups of jobs

About job status

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.