Overview
After finalizing your job costs and billing, you must verify that all transactions have been processed correctly. AlignOps provides specific tools in the Billing Browser, Export Data section, and Reports & Graphs module to help you confirm accuracy and locate specific posting dates.
Checking Posting Status
Before reviewing finalized data, ensure the system has finished processing your recent posting activity.
From the Navigation panel, select Job Cost & Billing and click Billing Browser.
Click Calculate from the global header.
Locate your Cost Center and check the Status (Tools) or Status (Materials) columns to ensure they show Completed.
Allow the system several minutes to refresh if a large volume of entries was recently posted.
Viewing Posting Dates and Transaction Details
You can verify the exact date a transaction was posted by exporting raw data or running a pre-built report.
From the Navigation panel, select Job Cost & Billing and click Export Data.
In the Export Source field, select Posted Transactions and choose your desired data type (e.g., Billing Data).
Select a Summary or Detail format, choose an Export Template that includes the Date Posted field, and click Export.
Alternatively, navigate to the Reports and Graphs module and select Billing Reports.
Select the Posted Billing Transactions report.
Set the Posting Date Range using the same date in both the From and To fields to verify activity for a specific day.
Run the report to view the itemized entries.
Tips for Effective Verification
Use Broad Date Ranges Initially: If you cannot find a specific transaction, start with a wider date range and gradually narrow it down once you locate the activity.
Verification Timing: Always allow the system time to refresh after initiating a posting process before running your final reports.
Custom Exports: If the standard reports do not show the specific data you need, create a Transaction Detail export template to include all relevant financial fields.