Hi Karen,

Where was the invoice posted? In AR, OE or another way? If an AR invoice batch entry has a job number, paying this invoice will automatically sent the payment information to JobCost. This is working as expected when I tried it out.

One way to find out whether the information will send correctly - when creating the cash entry - is to edit the invoice detail that cash is applied to. You will see not only the applied and discount amounts but also the Job number that is on the invoice. If the Job number field is blank on this detail, then no job was saved with the invoice and thus cash entry cannot apply this payment to a job. If you see the job number, then posting the cash will create the Payment for JC.

After posting cash batches in AR, you have to retrieve the batches into JobCost and post, just like for AR invoices becoming JC bills. Only when the retrieved Payment batches are posted in JC will you see payment amounts on the job statistics.

In order to clean up your jobs in JobCost to show the payments, you have to create a batch in JobCost and post it - there is no other way. This could either be done manually or via the Import Batches function. It may be possible to export the payment information from AR (say to an Excel file) and then import to a Bill batch in Job Cost. The import process could take a bit of time to set up and 'perfect', so you may have to determine which method is more time-effective. Using GridView or another custom reporting tool could be useful to list the payments, rather than editing invoices individually.

On a side note, when entering cash in AR and the invoice has not yet been posted, you have to add an Unapplied Payment (UP) detail on the cash entry to assign the payment to the job. If this isn't done, there will not be a Payment created for JobCost.