1. Have everyone log out of the software.
2. Do a Full Backup of the company data.
3. Go to Tasks, Close Month.
4. A journal is produced which lists all jobs and shows whether each job is in balance.
5. Review the JC Close Month to verify that the totals on the jobs are in balance.

Note: The JC Close Month processing is not reversible. Be sure to process all monthly reports and back up the Job Cost Master file before selecting this command. The JC Close Month journal cannot be reproduced. It is a report generated internally only when the Close Month task is run.

How do I use File Tools to back up data files?
Which applications have a close period, month, or year task?
Can I reopen a closed month or week in Job Cost or Contracts?