Pending Job Actions Workspace

Use this workspace to review pending job actions that might prevent you from processing your invoices or closing your jobs.

Examples include timesheets that have not been submitted or approved, open purchase order lines, and journals that have not been posted. This workspace lists your open jobs and their pending job actions.

Pending job actions refer to the activities that are related to a given job that are relevant when, for example, you are about to invoice a job or to close a job.

It may be convenient to check whether there are any open activities that prevent you from, for example, invoicing a job, and this workspace helps you to get a quick overview of pending actions so that you do not need to search in several different workspaces to get this information.

For example, when you attempt to close a job, Maconomy checks that a number of different conditions are satisfied. For example, all time sheets with entries on the given job must have been submitted and approved, and all invoices on account must have been fully reconciled. When Maconomy cannot close a job, you receive an error message that refers to the condition that is not satisfied. In this workspace you get a full overview of all such messages at once.

The Pending Job Actions tab displays information about open jobs (number, name, status, project manager, and so on), while Pending Job Actions sub-tab displays pending job actions. You can set some parameters that filter the pending action lines: you can set a date range, and you can filter out minor warnings that do not prevent job closing. The sub-tab also displays useful information about the job, such as last entry date, quote price, and so on.