Close down the finished work

Jobs pile up in Work Complete. The work is done, the last invoice went out months ago, and nobody goes back to mark them closed — because marking one closed meant opening the project, finding the stage picker, and doing it again for the next one. So the roster fills with finished work and the live jobs get harder to see.

The execution list now carries the money that decides it. Beside the contract value sit three columns: Billed, Paid, and Outstanding. Sort by Outstanding and the jobs still owed money rise to the top; the ones reading a dash are collected in full.

A few things to know:

• Ready to close. A checkbox filters the roster down to jobs that billed in full and collected in full. Those rows carry a green Ready tag. Tick the box, select the rows, hit Close — the whole batch at once.
• Never billed is not the same as nothing owed. A job that finished and never invoiced also has a zero balance, for the worst possible reason. Those rows carry an amber Never billed tag, they're counted in the summary, and they are held out of the batch close. Somebody should look at them.
• The money is re-checked when you close. What the screen showed and what's true can drift if an invoice lands while you're reading. Anything that no longer qualifies is skipped and named, rather than failing the whole batch.
• Ready doesn't mean everything is finished. It reads collections only — retainage still held, open punch items and unsigned closeout documents are real reasons to leave a job open, and none of them are money. The tag says what it checked.
• The drawer says it too. Open a row and Billed, Paid and Outstanding are in there with the rest of the job's detail.

Two smaller things rode along. The Outstanding AR and Never billed counts now sit in the summary above the list. And the Billed column used to be labelled "Submitted Pay Apps", written back when pay apps were the only way to bill — it has always included sent invoices too, which is most of the small work. The label now matches the number.