[JB] Changing and Interfacing a JB Bill from a Closed Month

Overview:

• You can edit bills in a closed Job Billing (JB) month.

• Changes will post to an open GL month.

• Bill MonthBatch Month during interfacing.

Steps:

1. Check GL Month Status:

   • Open JB Progress Billing.

   • If the GL month is closed, a warning message appears.

   • If no warning, the month is still open and changes post in the bill month.

2. Edit the Bill:

   • Go to Options > Show All Invoices.

   • Use Filter Bar to show only the contract you want.

   • Find the bill to edit.

   • If needed, enable Options > Item Retainage Entry to edit Retainage %.

   • Make the required changes.

3. Interface the Bill:

   • Open JB Interface.

   • Enter the original Bill Month to find the bill.

   • Check the Interface flag and click Post.

   • Choose Create a new batch.

   • Set the Batch Month to an open month.

   • Validate and Post.

Result: Changes are posted to the new open month while keeping the original bill in the closed month.