- Jobs
- Jobs
-
Product Updates
-
Tutorial Video Library
- General Navigation
- Time and Task
- Job Management - Basics
- Estimate Management - Basics
- Estimate Management - Advanced
- Purchase Order Basics
- Production Invoice Basics
- Sundry Invoice Basics
- Receipts Basics
- Supplier Invoice Management Basics
- Payment Basics
- Expenses & Credit Cards
- Reporting
- Master Files
- Manage
-
Mobile App
-
FAQs
-
Navigation and General
-
Time and Tasks
-
Manage
-
Approve
-
Jobs
-
Media
-
Accounting
-
Master Files
-
Setup Files
-
Setup Options
-
General Ledger
-
Revenue Recognition and Tools
-
Receivables
-
Payables
-
Budgets & Forecasts
-
Training Packet
-
API & Integrations
-
Reporting
-
Sales
-
Media Finance
-
Intercompany
-
Talent Sponsorship
-
Taxes
-
Implementation and Onboarding
How to lock transaction types posted to a job
This functionality is used in cases where a large job is mostly complete and delivered but can not be deactivated due to pending transactions. You are then locked out from posting new timesheets or creating purchase orders against the job.
Steps:
- Navigate to Jobs > Jobs.
- Select the Job No you wish to lock.
- Click Settings, located at the top of the page.
- Click Lock Transaction Types from the settings drop-down box.
- Select the transaction types from the Not Locked box that needs to be Locked.
- Use the arrow keys to move the transactions from Not Locked to Locked. Do the reverse to unlock specific transactions.
- Click Save.