Jobs Are Not Closed Correctly

The job is the basis of all operations at the company – it includes an approved quotation for the client, purchase orders placed to suppliers and Tasks for the internal team. All financial documents are related to the Job – it contains the supplier costs and is invoiced to the client. Order in Jobs is thus a prerequisite for their profitability and the profitability of the entire companny.

A common problem for companies is chaos in Jobs – especially in terms of deadlines and billing. It is not uncommon for an agency to receive an invoice from a supplier, pay it, and still have no invoice to the client. It is also common that most jobs are still open, although the deadline is long overdue.

The Accrual basis performance chart points out the problem Jobs. Red is unfinished Jobs, where the deadline is past and there is already some financial movement on the Job (supplier or client invoice).

For order in Jobs, each Job owner should ensure:

1. The Job has a current deadline – it should not happen that the deadline for the unfinished Job is in the past. The Job should be closed, or the deadline postponed.

2. The Job, which includes supplier costs that are not yet invoiced, will be invoiced to the client as soon as possible.

3. The job that is invoiced to the client and still has no supplier costs should not be closed without these costs. When the costs arrive, we recommend closing the Job with the real closing date (date when the Job was actually delivered to the client), not the arrival of the delivery cost.

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