Job FAQ - Revision history

Gregory: /* Why do our invoice numbers to the client show on our production orders to the supplier? */

2024-07-01T07:52:57Z

Why do our invoice numbers to the client show on our production orders to the supplier?

← Older revision		Revision as of 07:52, 1 July 2024
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	If a PO is not linked to an estimate then any and all of our invoice numbers related to the job are shown.		If a PO is not linked to an estimate then any and all of our invoice numbers related to the job are shown.

			== Why are tax columns missing on single line invoices? ==

			Since there is only one billable line, the total tax summary breakdown at the end of the document serves as the Tax columns.

			This avoids duplicating information and keeps the invoice concise and easy to read.

Joel: /* Why does NEOSYS reverse PO/repost PI on the cost a/c even when the PO/PI amounts agree? */

2018-08-30T05:28:20Z

Why does NEOSYS reverse PO/repost PI on the cost a/c even when the PO/PI amounts agree?

← Older revision		Revision as of 05:28, 30 August 2018
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	#So that ALL purchase invoices show in the cost account. This makes life much easier for accountants to find information and auditors to verify the cost a/c.		#So that ALL purchase invoices show in the cost account. This makes life much easier for accountants to find information and auditors to verify the cost a/c.
	#The reversal reflects the fact that there is no longer an ESTIMATED cost in the cost a/c and that it has been ~~replace~~ by a REAL cost.		#The reversal reflects the fact that there is no longer an ESTIMATED cost in the cost a/c and that it has been replaced by a REAL cost.

	Dislike of the apparently unnecessary reversal and re-entry is generally based on:		Dislike of the apparently unnecessary reversal and re-entry is generally based on:

Arvind at 11:09, 18 April 2016

2016-04-18T11:09:05Z

← Older revision		Revision as of 11:09, 18 April 2016
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	If a client does not want job type to appear in invoice, then enter job type in the respective Estimate/Purchase Order, on each amount line and not on the Job File.		If a client does not want job type to appear in invoice, then enter job type in the respective Estimate/Purchase Order, on each amount line and not on the Job File.

			==How to add or amend client order number when reprinting Job Invoices?==

			Go to Menu > Jobs > Invoices > Old Invoices/Proformas. Enter the invoice number in Invoice No. field and client order number in the Client Order No. field. Then click Reprint.

			[[image:Oldjobinvoices.jpg]]

	==Why does NEOSYS reverse PO/repost PI on the cost a/c even when the PO/PI amounts agree?==		==Why does NEOSYS reverse PO/repost PI on the cost a/c even when the PO/PI amounts agree?==

Priyanka: /* Why does invoicing an estimate by default close the job? */

2016-04-13T10:05:06Z

Why does invoicing an estimate by default close the job?

← Older revision		Revision as of 10:05, 13 April 2016
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	[[Image:Closejob.png]]		[[Image:Closejob.png]]

			== Why do our invoice numbers to the client show on our production orders to the supplier? ==

			At the time the production orders are issued initially to the supplier, the client will not have been invoiced so our invoice numbers will NOT show on the POs.

			However, once we have invoiced the client, and if the PO is reprinted again, then our invoice number is shown on the PO to assist with internal records and reconciliation generally. If the supplier gets such a later copy of our PO with our invoice number on it, it does not cause a problem even though it is of no interest them.

			If a PO is linked to a specific estimate then the invoice number of that estimate will be shown if and when it is invoiced.

			If a PO is not linked to an estimate then any and all of our invoice numbers related to the job are shown.

Arvind: /* Why does invoicing an estimate by default close the job? */

2016-04-04T12:20:11Z

Why does invoicing an estimate by default close the job?

← Older revision		Revision as of 12:20, 4 April 2016
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	NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is highly possible when you keep on invoicing and move on to the next job. Also majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes the job.		NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is highly possible when you keep on invoicing and move on to the next job. Also majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes the job.

	In some cases users might want to keep the Job open even after invoicing, in that case just untick "Close Job" check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Unticking "Close Job" check box at the time of invoicing is much easier than manually looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.		In some cases users might want to keep the Job open even after invoicing, in that case just untick "Close Job" check box shown in the screenshot below while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Unticking "Close Job" check box at the time of invoicing is much easier than manually looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.

			[[Image:Closejob.png]]

Ruku: /* Why does invoicing an estimate by default close the job? */

2016-04-04T12:05:54Z

Why does invoicing an estimate by default close the job?

← Older revision		Revision as of 12:05, 4 April 2016
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	NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is highly possible when you keep on invoicing and move on to the next job. Also majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes the job.		NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is highly possible when you keep on invoicing and move on to the next job. Also majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes the job.

	In some cases users might want to keep the Job open even after invoicing, in that case just untick "Close Job" check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. ~~Keeping~~ "Close Job" check box ~~unticked~~ at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.		In some cases users might want to keep the Job open even after invoicing, in that case just untick "Close Job" check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Unticking "Close Job" check box at the time of invoicing is much easier than manually looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.

Arvind: /* Why does invoicing an estimate by default close the job? */

2016-04-04T11:47:33Z

Why does invoicing an estimate by default close the job?

← Older revision		Revision as of 11:47, 4 April 2016
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	NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is highly possible when you keep on invoicing and move on to the next job. Also majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes the job.		NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is highly possible when you keep on invoicing and move on to the next job. Also majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes the job.

	In some cases users might want to keep the Job open even after invoicing, in that case just untick "Close Job' check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Keeping "Close Job" check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.		In some cases users might want to keep the Job open even after invoicing, in that case just untick "Close Job" check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Keeping "Close Job" check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.

Ruku: /* Why does a Job close by default on invoicing an estimate */

2016-04-04T11:02:30Z

Why does a Job close by default on invoicing an estimate

← Older revision		Revision as of 11:02, 4 April 2016
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	NEOSYS does not have a field for entering estimated Job completion date. However, you can keep amending the Period field, based on when the Job is expected to complete. At any given point, you can generate a List of Jobs report based on period, to get an idea of how much revenue can be expected at that particular period.		NEOSYS does not have a field for entering estimated Job completion date. However, you can keep amending the Period field, based on when the Job is expected to complete. At any given point, you can generate a List of Jobs report based on period, to get an idea of how much revenue can be expected at that particular period.

	==Why does ~~a Job close by default on~~ invoicing an estimate==		==Why does invoicing an estimate by default close the job?==

	NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is ~~very much~~ possible when you keep on invoicing and move on to the next job. Also ~~the~~ majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better by default the job ~~closes on invoicing~~.		NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is highly possible when you keep on invoicing and move on to the next job. Also majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes the job.

	In some cases users might want to keep the Job open after invoicing~~. Either on New Invoice page~~ untick "Close Job" check box while invoicing ~~Or Open~~ the job ~~and change the status to "Reopened"~~. Keeping "Close Job" check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.		In some cases users might want to keep the Job open even after invoicing, in that case just untick "Close Job' check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Keeping "Close Job" check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.

Priyanka: /* Why does invoicing an estimate by default close the job? */

2016-04-03T12:55:05Z

Why does invoicing an estimate by default close the job?

← Older revision		Revision as of 12:55, 3 April 2016
Line 93:		Line 93:
	NEOSYS does not have a field for entering estimated Job completion date. However, you can keep amending the Period field, based on when the Job is expected to complete. At any given point, you can generate a List of Jobs report based on period, to get an idea of how much revenue can be expected at that particular period.		NEOSYS does not have a field for entering estimated Job completion date. However, you can keep amending the Period field, based on when the Job is expected to complete. At any given point, you can generate a List of Jobs report based on period, to get an idea of how much revenue can be expected at that particular period.

	==Why does invoicing an estimate ~~by default close the job?~~==		==Why does a Job close by default on invoicing an estimate==

	NEOSYS by default closes jobs while invoicing the estimate~~. The reason is~~ so that ~~we do not end up having~~ huge number of jobs left open in the database, which is very much possible when you keep on invoicing and move on to the next job. Also the majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better ~~that invoicing~~ by default closes ~~jobs~~.		NEOSYS by default closes jobs while invoicing the estimate so that huge number of jobs are not left open in the database, which is very much possible when you keep on invoicing and move on to the next job. Also the majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better by default the job closes on invoicing.

	In some cases users might want to keep the Job open ~~even~~ after invoicing~~, then they just need to~~ untick "Close Job" check box while invoicing~~. Even if you miss it out, you just need to reopen~~ the job ~~in two clicks i~~.~~e Reopen & Save. Remembering to keep the~~ check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.		In some cases users might want to keep the Job open after invoicing. Either on New Invoice page untick "Close Job" check box while invoicing Or Open the job and change the status to "Reopened". Keeping "Close Job" check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.

Arvind: /* Why does invoicing an estimate by default close the job? */

2016-03-31T11:58:07Z

Why does invoicing an estimate by default close the job?

← Older revision		Revision as of 11:58, 31 March 2016
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	==Why does invoicing an estimate by default close the job?==		==Why does invoicing an estimate by default close the job?==

	NEOSYS by default closes jobs while invoicing the estimate. The reason is so that we do not end up having huge number of jobs left open in the database which is very much possible when you keep on invoicing and move on to the next job. Also the majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them ~~therefore~~ it is better that invoicing by default closes jobs.		NEOSYS by default closes jobs while invoicing the estimate. The reason is so that we do not end up having huge number of jobs left open in the database, which is very much possible when you keep on invoicing and move on to the next job. Also the majority of jobs have only one invoice and estimate and it is safer to close jobs on invoicing to stop any further work on them. Therefore it is better that invoicing by default closes jobs.

	In some cases users might want to keep the Job open even after invoicing, then they just need to untick "Close Job' check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Remembering to keep the check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. ~~Many~~ clients ~~also~~ have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.		In some cases users might want to keep the Job open even after invoicing, then they just need to untick "Close Job" check box while invoicing. Even if you miss it out, you just need to reopen the job in two clicks i.e Reopen & Save. Remembering to keep the check box unticked at the time of invoicing is much easier than looking for open Jobs to close them. The latter demands much more labour and attention. Also, many clients have faced the issue of having a huge bulk of open jobs which were never closed even though work was completed for each.