Manage Job Statuses

Job Statuses

Job statuses indicate the current stage of a job, helping users track progress, manage workflows, and ensure accurate reporting.

Status	Details
NotStarted	The job has been created but not yet begun. It is unmanaged and has no active work or progress.
Started	The job is in progress. This typically means managed lines have been added or work has commenced.
Completed	The job has been finished and closed. A final invoice will usually trigger the job to move to this status.
Closed	The job has been manually closed. This may occur if the job is no longer required, the customer is no longer active, or costs (such as stock or labour) cannot be recovered. Jobs are closed using the Job Close function.
Cancelled	Job is cancelled Job created was a mistake Job was NotStarted and needs to be taken off the list
JobBOM	The job is being used to produce a Bill of Materials. In this case, the job acts like a “recipe” to build or assemble a final product from components.
InProcessing	An error has occurred while completing the job, usually during invoicing. These jobs should be reviewed and corrected. To resolve, manually close the job and update the status to Completed, Closed, or Cancelled as appropriate.

When running reports, you can filter jobs based on their status, such as Started or Completed.

Started Jobs – These are active jobs that are currently in progress
Completed Jobs – These are jobs that have been finished and closed

This allows for accurate tracking of work in progress versus completed work.

Correcting an Incorrect Job Status

If a job has been closed or marked with the wrong status, it can be corrected by updating the job status.

You can toggle between Closed and Completed as required
To make this change, navigate to Job History and update the status accordingly

This ensures the job reflects the correct stage for accurate tracking and reporting.

In Processing Status Change

This status occurs when an issue arises during invoicing, preventing the job from being completed.

Typically, the invoice has processed correctly, but the job has failed to update to a completed status.

To correct this:

Manually close the job
Update the status to Completed

This ensures the job is properly finalised for accurate reporting and tracking.

Job Manage status search

Job Costing > Activity > Manage Job

Due date colours is based on Completion date to current date

Job Status Line Due Date

Job Costing > Activity > Manage Job

Due date colours are based on the Completion Date compared to the current date.
These visual indicators help quickly identify whether a job is on track, approaching its deadline, or overdue.

Icon	Details
	Past 30 days from Due date based on current date
	Before 30 days from due date based on current date
	Past 7 days from the Due date based on current date
	Due date is on today’s date
	Future 7 days from current date to due date
	Anything after 7 days up to 30 days in the future
	After 30 days in the future

Job Status Lines Indicators

Job Costing > Activity > Manage Job

Line statuses provide a clear visual way to track progress by comparing planned (budgeted) quantities against actual usage, while also indicating whether a line has been completed. These colour-coded indicators make it easy to quickly see if a line is on track, completed, or exceeding plan.

Icon		Details
	Not Started	No activity has been recorded on the line. No quantities have been allocated or processed The line has not been worked on yet Serves as a clear indicator that action is still required
	In Progress	In Progress (Green) Work has begun and the line is actively being managed. Quantities are being used or updated Actual usage is still below the budgeted amount Indicates the job is progressing as planned
	Qty Reached	Qty Reached (Blue with Tick) The planned work has been completed exactly as expected. Actual quantity equals the budgeted quantity No overuse or shortfall The tick confirms the target has been met
	Qty Exceeded	The line has gone beyond the original plan. Actual quantity is greater than the budgeted amount May indicate additional usage, cost overruns, or scope changes Should be reviewed for accuracy or approval
	Is Complete	The line has been manually marked as finished. No further updates are expected Confirms the line is finalised, regardless of quantities

Manage Line Status Indicators

Job Line Status Word

Job Costing > Activity > Manage Job

Line status comes in three types

Line Status Types

Not Started (Red)
The line has not yet been actioned. No work or quantities have been recorded.
Started (Green)
The line is actively in progress. Work has begun and is being managed.
Completed (Blue)
The line has been finished. All required work has been completed and marked accordingly.

Revision #5
Created 15 June 2026 01:31:44 by Pamela
Updated 17 June 2026 01:43:22 by Pamela