Projects: Job Costings
How do I financially complete a job
Mark a job as Financially Complete in Jobpac once all project close-out checks have been completed.
Overview
This article explains how to mark a job as Financially Complete in Jobpac. Use this step when the job has been reviewed and is ready to be closed from a financial processing perspective.
Before changing the job status, make sure all required project close-out checks have been completed.
Note: You do not need to create journals after changing the status of the job to Financially Complete.
Before you start
A job should only be marked as financially complete after outstanding financial items have been reviewed.
If you have not already completed the close-out checks, review Checklist to financially complete a project before updating the job status.
Mark the job as Financially Complete
Update the job status from the Job settings screen.
| 1 |
Go to the Job settings screen. Projects > Job Setup & Reports > Setup Jobs > Settings |
| 2 | Select the job you want to complete. |
| 3 | Update the job status to Financially Complete. |
| 4 | Click OK to save the change. |
You're done when:
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