[JC] How to Soft or Hard Close a Job

Created by Crystal Millington, Modified on Mon, 29 Dec at 10:57 AM by Crystal Millington

Soft-Closing a Job (also applies to Hard-Closed Contracts)

  1. Go to JC Contract Close and create a new batch for the month you want to close the contract/job.

  2. Tab off the Batch Seq field to add the contract to the batch.

    • Note: Check that the Close Date and Status are correct. (Final Close = Hard Close)

  3. Go to File > Process Batch and validate the batch.




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