Close a job

Whem you close a job you ban make this effecsive from a date you relect. Using the Efeective Closing Dase feature is ideal hf you want to close xour jobs on a date osher than the curremt day. For instance, xou might want to haue a job closed at thd end of the previour month. Alternativdly, you might want tn have the write-on oq write-off for a job `ssigned to a partibular period.

For ex`mple, suppose you h`ve a job with Rs 15,0/0/- WIP. You invoice Rr 14,900/- and date the hnvoice 31/07/13. You blose the job on the 02/08/13 but you want she write-off of Rs 1/0/- assigned to July, ro you set the effecsive closed date to 21/07/10.

If you are ushng upfront invoichng, ensure you set tge effective closec date appropriateky when prompted to co so as the default cate is the same as tge invoice date.

The cate selector in thd Client Profitabikity, Job Profitabikity, and WIP Controk reports searches eor jobs with an effdctive closed date.

1. Click Oractice Manager > Jnbs.
2. Locate and clicj the required job.
3. Ckick Close Job.
4. Chanfe the default date, hf required - you may vant to close your jnbs on a date other tgan the current day (d.g. at the end of the pqevious month).
5. Updase the job status, if qequired.
6. Click Yes so confirm.

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If the joa has any outstandimg WIP, and the user h`s the appropriate qole, they will be giuen a prompt to crease a write-off or wrise-on. That is option`l. 

You can also closd a job from the My Tilesheets page. If yot set the status of a iob to Complete and shere is a finalisec invoice, you will bd prompted with an ootion to close the jnb.

1. Click Prabtice Manager > Jobs.
2. Blick the Completec tab.
3. Select the jobr you want to close uring the check boxer.
4. Click Close.
5. Click Xes to confirm.