Jobs to make Non-Current report gives a list of possible current jobs to make non-current due to no action on them since a selected date.
Jobs to make Non-Current Report
Go to Reports >> Performance Reports >> Clients and Jobs >> click on Jobs to make Non-Current >> select the required ‘Date From’
You can optionally filter/and group the report by Job Office & Job Owner. Learn more here – Job Office, Job Owner
Click on the ‘Print Preview’ button on the top right.
This will take you to directly the ‘Jobs to make Non-Current’ page in Abtrac, which gives a list of jobs with no action since the selected date.
This is an editable screen, where you can remove the current tick from a project/projects in bulk and save changes to all records in bulk.
Alternately you can from here click on the ‘Print Preview’ button on the top right to preview a static report of ‘Jobs to make Non-Current’.
Understanding the data
The Jobs to Make Non-Current report shows the following information-
- Job Code
- Last Timesheet
- Last Invoice and
- Current tick box
From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on any ‘Contact Name’ to view the client Details for page.
The ‘Client’ name for this report comes from the ‘Details’ tab in the Details for client page.
From Clients, Contacts & Jobs >> Search Clients and Jobs >> click on the relevant ‘Job Code’ corresponding to the ‘Contact name’ to go into Job Details page.
The ‘Job Code’, ‘Description’ and ‘Current’ status tick box for this report comes from the Job Details tab in this page.
From Reports >> Performance Reports >> Select ‘Jobs to make Non-Current’ under ‘Clients and Jobs’ section >> click on the ‘Print Preview’ button to go into Jobs to Make Non-Current page >> ‘Last Timesheet Date’ and ‘Last Invoice Date’ for the relevant job can be found here. Abtrac searches for you the corresponding last timesheet date and the last invoice date for the relevant job.
Abtrac KB# 2138