startClose a job
How To

Close a job

CCH iFirm Job Management
Last update: Reading time 3 minutes
Job Management

    Security role required:   View, Add and Edit Jobs, and Close Jobs

    Learn about the effective closed date

    When you close a job, you can make this effective from a date you select. Using the Effective Closing Date feature is ideal if you want to close your jobs on a date other than the current day. For instance, you might want to have a job closed at the end of the previous month. Alternatively, you might want to have the write-on or write-off for a job assigned to a particular period.

    For example, suppose you have a job with 1,000.00 WIP. You invoice 900.00 and date the invoice July 31, 2024. You close the job on August 12, 2024, but you want the 100.00 write-off assigned to July, so you set the effective closed date to July 31, 2024.

    If you are using upfront invoicing, ensure that you set the effective closing date appropriately when prompted to do so, as the default date is the same as the invoice date.

    Note: The date selector in the Client Profitability, Job Profitability, and WIP Control reports searches for jobs with an effective closed date.

    Close one job

    1. Click Jobs & Billing > Jobs.
    2. Click a row to open the required job.
    3. Click Close Job.
    4. Use the calendar icon to select the date from which you want to close the job - this is ideal if you want to close your jobs on a date other than the current day (for example, at the end of the previous month).

    Note: Based on the option set for write-offs and where the job includes a WIP balance, different options are available in the Close Job dialog box

    1. Click Close Job to confirm.

    Tip: If the job has any outstanding WIP, and the user has the appropriate role, he or she will be given a prompt to create a write-off or write-on. Note that this is optional.

    Close several jobs at once

    1. Click Jobs & Billing > Jobs.
    2. Click the Completed tab.
    3. Select the jobs you want to close using the check boxes.
    4. Click Close.
    5. Use the calendar icon to select the date from which you want to close the job.
    6. Click Close Job to confirm.

    Note: If there is a WIP balance on your job and you have configured a default action, you will not be prompted to add a write-off or a write-on in this process.

    View closed jobs

    The Closed Jobs tab

    Go to Jobs and select the Closed Jobs tab. You can search, filter and order the data as required. Click a job to open it.

    CCH_iFirm_Practice_Management_Close_Job_1.png

    The All Jobs tab

    Go to Jobs and select the All Jobs tab. Closed jobs appear dimmed with a line through it.

    CCH_iFirm_Practice_Management_Close_Job_1.png

    Inside a job

    Open a closed job and you will see more details about the closed job in the Summary tab.

    CCH_iFirm_Practice_Management_Close_Job_3.png

    You can also view this information in the job's History tab.

    CCH_iFirm_Practice_Management_Close_Job_4.png

     

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