Pre-Close Job Check List

1. Verify your AP balances for the job.
   1. Go to Accounts Payable, Reports, Invoice Register, Invoices by Job.
   2. Select Master and click OK.
   3. Select Sort by Job.
   4. Select Print Open Invoices Only.
   5. Print to see a list of jobs with balances.
   6. Don't close jobs with outstanding balances.
2. Verify your AR balances for the job.
   1. Go to Accounts Receivable, Reports, Aging, Detail by Job.
   2. Select Current, click OK.
   3. Enter a future date. Example: 12/31/xxxx where xxxx is the next year end date (12/31/2025).
   4. Print to see a list of jobs with balances.
   5. Don't close jobs with outstanding balances.
3. Verify you can close your contract in CN.
   1. See steps to close a contract.
   2. If you can't close the contract for any reason, don't close the job.

Close Job

1. Go to Job Cost, Setup, Jobs.
2. Enter in Job ID and press the ENTER key twice.
3. Select the Status tab.
4. In the Status box select Closed.
5. Enter an Actual Completion Date.
   Note: This date should be after all AP and AR invoices are Paid in Full.
6. Select the Save button and then the Close button to exit the setup window.

Notes:

You can change the status of the job at any time if changes need to be made or you need it to show on reports.

There is not a bulk change option for job status. You can change the status of only one job at a time. Repeat the steps for each job you need to close.

You change the status of an extra with the same steps in Setup, Extra (enter the Job and Extra IDs).

To see a list of closed jobs:

1. Go to Inquiry, Lists, Job List.
2. Add a condition for Job status EQ Closed.
3. Add columns for Actual Completion Date and Last Cost Update to see dates.
   Note: Actual Completion Date will be blank unless filled in during step 3 of the closing process.

To see the actual date a job was closed (if dates were not entered):

1. Go to Tools, Log Viewer.
2. Add a condition of ClientApplication EQ JC.
3. Look for messages of "Job xxx was changed".
4. Open the detail link next to the message to see if that is when the job was actually closed.