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Using the JB Interface Form

JB Interface posts (interfaces) job billing records to Accounts Receivable, or deletes bills that should not go to AR. Open bills must be interfaced or cleared before month-end close.

Before you start​

  • Bills are reviewed and ready (or intentionally marked for deletion).
  • Know the bill month you are closing.

Steps​

  1. Open JB Interface.
  2. Enter the bill month.
  3. Clear Created By if you are interfacing bills created by someone else (it defaults to your name).
  4. Check Interface All Bills, or select individual bills.
  5. Click Post.
  6. Assign bills to a batch that matches the bill month.
  7. Validate → preview reports → post the batch.

Notes​

  • Leaving open bills blocks month-end—interface or delete every bill for the month.