Hold transactions

The Hold transactions menu item allows you to put on hold any billing or revenue items that you do not want processed in the current cycle. To put a transaction on hold, double-click on the item.  Double-click again to remove the hold. Double-click the whole property to hold all the items.

Held revenue or billing transactions are remembered from one cycle to the next.  You are reminded of these held transactions as Warnings on the Extract Report. Once a transaction is placed on hold, it stays until you release it.

List

You can List all the items to be distributed and held from this screen.  The list can be detailed, summary, or both. The sort on the list will be by property, then AFE/Stage, then deck. Use the CSV option under File/Save to in order to export the JIB extract to an Excel spreadsheet.

Edit Billing Comments

This option provides the ability to place optional notes to further explain the billing detail for any property desired. Comments can be automatically created by the production system based on the Company Master's Reporting and Statement tab-Create Production Report for JIB Option. These comments can be edited from this screen.