We have a Job Cost Close Report, but it does not include Open Appointments, which will keep a job from closing.Ā Does your report include open appointments?
—————————— Hillary Sich Haynes Mechanical Systems Inc Greenwood Village CO —————————— ——————————————-
Brandon Mayer
Member
May 26, 2017 at 10:19 AM
Hi Hilary,
Yes,Ā it shows open job appointments. The Job Closing report also lists other common items that could prevent you from closing a job, such as un-posted transactions andĀ line items on aĀ POĀ that have not been closed or canceled.
I hope the report is working well for those of you that have tried it with month end here again I hope it is helpful in closing..Ā Those of you that haven’t please join us tomorrowĀ to reviewĀ in a quick webinar where you can see it and understand a bit more of what is needed..Ā email me for details..Ā
Those of you that have tried the close report we would love to have more feedback.
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