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Time+Billing - Clear outstanding WIP on Closed jobs in Time+Billing

Updated over a month ago

If the reports doesn't show correct figures, check Jobs on the left to check the transfer to/from clients.
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If a client has an outstanding WIP\Interim balance that is unable to be cleared, it may be sitting on a Closed job.
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Closed jobs that have outstanding WIP amounts will need to be opened for the amounts to be cleared.
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For example:

  • Closed job for activity 10 has an outstanding WIP value.

  • Click Open Job to move this to the Open Jobs tab.

  • This value is now available to clear.

    Closed Jobs
  • If there is already an open job for activity 10, this will need to be closed first.

  • On the Open Jobs tab highlight activity 10 and click Close Job.

  • If this activity has an outstanding value, it will need to be dealt with first.

    Close Job
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