Close Project

Overview

After a project has been final billed it is ready to be closed. Normally all expenses have already been moved into WIP by the final billing process but if there is anything left over closing the project will transfer them from WIP to Cost of Goods Sold.

Enter the project number or press F9 for a list of valid projects. Enter the close date; it will default to the current date which can be changed if needed. TRX will display any entries that will be made by closing the project. Press the lightning bolt button on the toolbar to proceed with closure.

Projects>Close Projects