The Period End Job Projects function in SapphireOne allows users to close the current period for job project-related transactions and move them into history. This ensures that all job project data is accurate and ready for the next period. This guide will walk you through the steps to effectively perform a Period End for Job Projects. The steps are as follows:
In a live environment it is critical you always create a backup before proceeding with any period end.
- Navigate to Management > Management > Period End Job Projects.
- Check the Current Period, Period Date Ending and Current Date displayed at the top. If any of these details are incorrect, quit the Period End procedure and investigate.
- Ensure all vital action checkboxes are ticked:
- Reports
- Audit Reports
- Backups
- The Continue button will become active once all checkboxes are selected.
- Click Continue to complete the Period End process for Job Projects.
For more detailed information, refer to the Management > Management > Period End Job Projects article.