Monthly WIP Adjustments Follow-Up

Use Monthly WIP Adjustments Follow-Up in the Month-End submodule in the Finance & Administration module to view all open jobs that have expenses that have not been adjusted. Monthly WIP Adjustments Follow-Up enables you to recognize revenue at the frequency determined by your agency.

To use Monthly WIP Adjustments Follow-Up in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

For jobs to show up on Monthly WIP Adjustments Follow-Up, they must meet the following requirements:

• Posting configuration, time posting method, material posting method, or purchase posting method of a job must be capitalized
• Job must be billable
• Job must have extra hours or discounts, materials, or purchases with open or unrecognized transactions as of the cut-off date
• You must be the Project Manager of the job that you want to see