Job Cost Close Report

  • Job Cost Close Report

    Posted by deb@iscorp.biz on May 25, 2017 at 2:35 pm
    • Deb Sletmoen

      Member

      May 25, 2017 at 2:35 PM

      Hello everyone-Ā 

      We received such great feedback from the community on our PTO Liability report that we are also sharing a Job Cost Closing report.

      If you have Key2Act’s Job Cost and need help with seeing why Job’s won’t close email me and I will get the report to you.

      Email – deb@iscorp.biz or call 218 486 5095

      Have a great day!

      Deb

      ——————————
      Deb Sletmoen
      Owner
      Implementation Specialists (IS)
      Hawley MN
      ——————————

    • Hillary Sich

      Member

      May 26, 2017 at 8:39 AM

      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
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      ——————————————-

    • 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.

      ——————————
      Brandon Mayer
      Implementation Specialists (IS)
      Hawley MN
      ——————————
      ——————————————-

    • Hillary Sich

      Member

      May 30, 2017 at 9:32 AM

      We are on GP2016 and our Job Closing Preparation Report does not include Open Appointments.Ā  Where can I get the code to add Open Appointments?

      ——————————
      Hillary Sich
      Haynes Mechanical Systems Inc
      Greenwood Village CO
      ——————————
      ——————————————-

    • Deb Sletmoen

      Member

      June 7, 2017 at 3:31 PM

      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.

      Thank you again,
      Deb

      ——————————
      Deb Sletmoen
      Owner
      Implementation Specialists (IS)
      Hawley MN
      ——————————
      ——————————————-

    deb@iscorp.biz replied 8 years, 3 months ago 1 Member · 0 Replies
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