Validate migrated job financials
Check representative jobs before relying on portfolio reporting.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Select completed, active and unusual jobs from different periods.
- Compare quoted value, line items, invoices, purchase orders and recorded time.
- Confirm client, contact and job relationships.
- Record any differences and identify whether the cause is source data or mapping.
- Approve the migration only after the sample reconciles.
Good practice
Use high-value and long-running jobs in the sample; they expose mapping gaps fastest.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.