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  • Mark All/Unmark All
    Select to mark all available jobs to close or you can unmark all marked jobs. The Mark All button is disabled if there are more than 1,000 available jobs.
  • Close Jobs
    Closes the selected available jobs. A batch is created that you need to post in order to post through the General Ledger.
  • Redisplay
    Select to reload the list of jobs available to close, respecting the Posting Date and any filtering criteria. The jobs that have been marked are moved to the top of the list. 

  • Existing Schedule
    Select to reload the list of jobs available to close, respecting the Posting Date and any filtering criteria. The jobs that have been marked are moved to the top of the list. This button displays if Enable Save Schedule is marked in the Additional Job Close Setup window.
  • Print
    Select from the following SRS reports:
    • Available to Close
      Prints a listing of jobs available to close based on the Posting Date and any filter criteria. This report lists the creation date, manager, contract amount, actual cost, markup percent, billed amount, cash received, and contract earned amounts for all jobs you can close. The report parameters are displayed with the filter criteria auto-populated.
    • Not Available to Close
      Prints a listing of jobs available to close based on the Posting Date and any filter criteria. The report parameters are displayed with the filter criteria auto-populated.
    • Closed Jobs
      Prints a listing of jobs that were closed based on the Posting Date and any filter criteria.
    • Job Preparation Closing
      This report shows which jobs may be ready for closing based on either percentage complete or a lack of GL postings over time. This helps you identify unposted costs and any other items that may need to be taken care of before a job can be closed. You specify the jobs that appear as ready for closing based on the date of the last GL post, the last billing date, the estimated percentage complete, and/or the actual percentage complete. You can also filter the report by Job Status and/or Job Number and sort the report by job then division, or division then job.

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