There are five status that a JB Bill can be in: Active, Change, Delete, Interfaced and Never Interfaced.
These options are available when billings are invoiced, but not yet interfaced.
- A-Active – Invoices initially default this status when a billing is first created.
- N-Never Interfaced – Select this status if this billing will never be interfaced. This option is typically used when setting up beginning balances and an AR Invoice has already been created for the initial balance. This allows a billing to be added to JB but not hit AR, JC or GL.
These options are available once a billing has been invoiced and interfaced.
- C-Change – Defaults to this status automatically when changes are made to Item or Change Order detail for a billing that has been previously interfaced. If changes are made to the Invoice, Due, or Discount Dates or the Payment Terms (header), this field must be changed to this status manually. Only billings with this status will update AR when re-interfaced.
- D-Delete – Select this option to delete a previously interfaced invoice. Only billings in an open month can be deleted. (Note: If you set a billing to this status and change orders exist for the billing, a message displays stating that the billing cannot be deleted until change orders are removed. Remove the change order by using JB Progress Bill Change Orders. When finished, reset this field to Delete.)
- I-Interfaced – Invoices that have been interfaced will automatically default this status.
NOTE: After a bill has been interfaced, the status of the bill can only be Change, Delete, or Interfaced. Once a bill is in a Change or Delete status, it will need to be interfaced again to be able to close the Month.
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