Closing a Job

Before closing a Job, there are several items which should be verified/reviewed prior to beginning the process. Until you become quite familiar with all the contributing elements of a Job, it is a good idea to develop a check list of items to review to make certain the Job is ready to be closed. Please refer to a sample Job Closing Checklist found on page 4 of this topic.

If a Job is closed and it is later realized that additional costs or invoicing needs to be added to the Job, the Job may be re-opened for such purposes. Keep in mind, this may affect Job Costing reports if the Job was closed in one month and costs or income was added in a subsequent month.

Note: The first Job Closing form requires you to select which parts installed on the Job will become a part of the System Equipment List. The person closing the Job should have the knowledge regarding parts to be able to perform this operation.

Many SedonaOffice customers hold a weekly Job Closing meeting where representatives from operations and accounting gather to review the profitability of Jobs to be closed and actually perform the Job Closing in a group setting.

The instructions in this section apply to closing all Job Types except Hold Back types. Follow the link below for instructions on closing a Hold Back Job.

Closing a Hold Back type Job

To Close all Job Types except Hold Back Jobs, follow the instructions on the following pages.

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