Manage Job Statuses

Job Statuses

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

Status	Details
NotStarted	Job The job has been created but not yet begun. It is unmanaged and nothas startedno active work or progress.
Started	Job has The job is in progress. This typically means managed lines have been added or work has beencommenced. started
Completed	Job is completed The job has been finished and closed closed. A final invoice produceswill ausually completedtrigger the job to move to this status.
Closed	JobThe canjob behas markedbeen asmanually closedclosed. JobThis canmay beoccur closedif forthe severaljob reasons,is no longer inrequired, usethe customer is no longer active, or costs (such as stock or labour) cannot be recovered. CompanyJobs are closed down thatusing the job was contracted to.  Stock and labour lost and not recovered Job is closed via the Job Close function buttonfunction.
Cancelled	Job is cancelled Job created was a mistake Job was NotStarted and needs to be taken off the list
JobBOM	Job was The job is being used to produce a Bill of MaterialMaterials. In endthis resultcase, items the Jobjob acts aslike a big“recipe” recipeto build or assemble a final product from components.
InProcessing	Error  An error has occurred while completing the job job, Closeusually during invoicing. These jobs should be reviewed and corrected. To resolve, manually close the job toand changeupdate the status from InProcessing to completed,Completed, closedClosed, or cancelled Cancelled as appropriate. One should not have any In Processing jobs

 

When running reportsreports, oneyou can look at Started and completedfilter jobs forbased reporting.on their status, such as Started or Completed.

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

 

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Correcting an Incorrect Job Status

If a wrongjob statushas after closing

Toggle betweenbeen closed or completedmarked with the wrong status, it can be corrected by updating the job status.

Go

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

 

 

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In Processing Status change

Change

This status occurs when invoicingan andissue arises during invoicing, preventing the Jobjob wasfrom not able to bebeing completed.

Failed inTypically, the final stage of invoice (Invoice most likelyhas processed correctly, but the job nothas completed.failed to update to a completed status.

CorrectTo bycorrect Closingthis:

This ensures the job is properly finalised for accurate reporting and marking it as completed.tracking.

 

 

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Job Manage status search

Job Costing > Activity > Manage Job

Due date colours is based on Completion date to current date

 

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Job Status Line Due Date

Job Costing > Activity > Manage Job

Due date colours isare based on the Completion dateDate -compared to the current date

.
These

visual indicators help quickly identify whether a job is on track, approaching its deadline, or overdue.

 

 

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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.

 Status of line, colours

Not Started – No lines allocated or no marked is complete – RED

In Progress – Line managed – GREEN

Qty Reached – Means the line quantity balance has reached the budget versus actual – Blue with a tick

Qty Exceed – Means that the line quantity has exceeded the Budget versus actual - BLACK

Completed – Marked with tick box completed – Black tick

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Manage Line Status Indicators

 

Job Line Status Word

Job Costing > Activity > Manage Job

 Line status comes in three types

Line Status Types