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