Uncompleting a job allows users to make necessary changes to job details or certificates/forms if the job was complete and an issue has been identified. The process differs depending on whether the job has been final invoiced or not.
It is not possible to uncomplete a job that has been marked as free of charged (FOC).
Uncomplete a job with no final invoice
If a job has been marked as complete but no final invoice has been created, it can be reopened with the following steps:
➡️ Navigate to the job > Edit > Uncheck This job is complete > Save
Navigate to the job overview in the web application.
Click Edit on the job.
Locate the This job is complete checkbox and uncheck it.
Click Save.
The job will reopen, allowing access to diary events on mobile and certificates/forms.
Mobile users can clone certificates/forms to make necessary changes.
➡️ Navigate to the job > Edit > Check This job is complete > Set job completion date > Save
Navigate to the job overview in the web application.
Click Edit on the job.
Locate the "This job is complete" checkbox and check it.
Update the work completed on date (defaults to today’s date but can be adjusted).
Click Save.
The job is now marked as complete again, and you can proceed with raising any invoice.
Uncomplete a job with a final invoice
If a final invoice has already been created, additional steps are required before uncompleting the job.
➡️ Navigate to the invoice > Edit > Change invoice type to Additional or Interim > Save
Navigate to the invoice in the system.
A user with financial office staff access or higher must:
Edit the invoice.
Change the invoice type from Final to Additional or Interim.
Click Save.
The job is reopened but still marked as complete.
➡️ Navigate to the job > Edit > Uncheck This job is complete > Save
Navigate to the job overview in the web application.
Click Edit on the job.
Locate the This job is complete checkbox and uncheck it.
Click Save.
The job will reopen, allowing access to diary events on mobile and certificates/forms.
Mobile users can clone certificates/forms to make necessary changes.
➡️ Navigate to the job > Edit > Check This job is complete > Set job completion date > Save
Navigate to the job overview in the web application.
Click Edit on the job.
Locate the "This job is complete" checkbox and check it.
Update the work completed on date (defaults to today’s date but can be adjusted).
Click Save.
➡️ Navigate to the invoice > Edit > Change invoice type to Final > Save
Navigate to the invoice in the system.
A user with financial office staff access or higher must:
Edit the invoice.
Change the invoice type to Final.
Click Save.
Changing the invoice type does not affect the totals, cost values, or accounting integration.
By following these steps, jobs can be successfully uncompleted, edited, and finalised again.