Articles in this section

How to financially complete a Job

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:

โœ“ All project close-out checks have been completed
โœ“ Job status has been updated to Financially Complete
โœ“ Change has been saved and you have returned to your month-end or EOFY process
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.