bad debt write off

I am trying to verify that when I do the bad debt write off I need to take the job out of "closed" before I do this

  • I'm not 100% sure what you are trying to do, but the Job Status field is more of a "reminder" field, and won't change how transactions are handled.  If the Job Status field is set to "closed" I believe you will get a warning any time you try to make a transaction against that job, but you can bypass the warning.  Also, the Job Status field is important at year-end, because a job needs to be in "closed" status to prevent it from being carried forward to the new accounting year.