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

You are able to edit a bill when the Subledger is closed, but the month must be officially closed in GL and the changes will be posted to an open month.

• Job Billing is designed to allow changes to bills in closed months and to delete bills that were created in now closed months.
• To follow these steps, understand that the Bill Month and the Batch Month will be different during the interface process.

You can still edit a bill in JB when the bill month is closed. These are the steps to editing and interfacing the bill.

1. Confirm that the GL month is actually closed. If it is, you will see a Warning Message in the JB > Programs > JB Progress Bill form. If you do not see this message, then the month is still open and any changes can only be posted in the bill month.

• Click on Options > Show All Invoices
• Can filter by Contract by right-clicking into the Grid and selecting Filter Bar (if not already checked).
• In the light blue filter area, enter the Contract number, so you're only seeing bills for that Contract.
• Find the bill in question.
• If you need to edit Retainage % or Amount and these columns are not visible, click on Options > Item Retainage Entry and those fields will display.
• Make desired changes to the bill.

2. Open the JB Interface form and enter the original Bill Month to display the original bill.

• Set the Interface flag to checked.
• Click the Post button.

• Select the option to Create a new batch and edit the Batch Month to an open month.
• Validate and Post the batch. All changes will update into the new batch month.