Job Close

Users with access to 'Job Close' financial role can only click on the 'Close Job' button to close the accounts.

Before closing the actual account users need to update all the payment modes for all the accounts.

A sample is given below after requesting for closing:

Click on the 'Request Closing' button to request for closing.

Cancel Job

Click on the 'Cancel Job' button if you want to cancel the job. Users will get a successful message that Job has been Cancelled.

Finance Job Status changes to Cancelled and Estimate tab and the Actual tab gets locked.

The following dialog box pops up:

Close Job

Click on the 'Close Job' button if you want to close the job. Users will get a successful message that Job has been Closed.

Finance Job Status changes to Closed and Estimate tab and Actual tab gets locked.

The following dialog box pops up:

Re-Open Job

Click on the Re-Open Job button if you want to re-open the job. Users will get a successful message that Job has been Re-Opened.

Finance Job Status changes to Approved. The 'Estimates tab' will remain locked and the Actual tab gets unlocked.

The following dialog box pops up: