Currently if the G/L and Sub Ledgers are closed a user has the ability to go into a closed month and change an Invoice in Job Billing. If the month is closed please prevent the users from being able to change the invoices
Jeremy Wickenhauser
| Company | Sterling Plumbing & Heating |
| Job Title / Role | IT |
| I need it... | 1 month |
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Prefer to the option to stay as is, or with some option in JB Parameters to Allow edits in Closed Periods.
Reconsidering this as an option - allowing sites to control whether and/or which users can change a billing after the month has been closed. If allowed, all edits and updates would still occur in an open month
Can there be a security group created so that some people can edit bills in a closed month but also so that several people cannot?
I can see both sides, but the job billing does allow for project managers to go back several years and change a billing. It does not update, but you do have to open that period(several years back) to repost it again as it was back at that time. You would not want to repost with a different $ amount, otherwise you would be changing the financials(if you have completed financials for that period). I have had some managers go in and look at a bill from previous periods and not knowing, the billing switches from interface to change. It is as easy as adding a note that changes it from interface to change status.
Working as designed. All changes are made within an open period.
There are many times that we need to close the before the approval process (engineers, school board meetings, etc) is completed, and we need to change the invoice after the month is closed, and re-post in the new month.
I would like to see this option stay. There are many times that we need to make an adjustment to a bill after the month has been closed (updated rate, removal of charge, change in backup, etc. - and all before invoice is sent to customer.) This makes it easy to do just that, instead of issuing a credit invoice and rebilling.