Move Active Job Bills to a Different Month
You can move active bills (Progress, T&M, and Both) forward a month if they are not ready to interface to AR, but you need to close the current month. You can also move billings back to an earlier month, if necessary.
- From the Vista main menu, select .The JB Move Bill Month form displays.
- In the Bill Month field, enter the bill month of the bill you are moving.
- In the Target Month field, enter the open month to which you are moving the bill.
- In the Bill Number field, enter the bill number of the bill you are moving or press F4 to select from a list of bills for the specified bill month.The Bill Information section displays the bill's invoice number, customer, contract (if applicable), and bill amount. These are are not editable.
- Click Move Bill.The system displays a confirmation message.
- Click OK.