3 min guideUpdated August 2026App review required

Validate migrated job financials

Reconcile representative migrated jobs, financials and relationships before relying on SignBas3 portfolio reporting.

Best forOwner / Admin · Accounts
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. As an Owner or Admin, open WorkflowMax Import, review the completed run's counts, warnings and errors, then download and retain its log.
  2. Use WorkflowMax Mapping to investigate relationship exceptions before relying on portfolio totals.
  3. Select completed, active, high-value and unusual jobs from different periods, then open each job's Financials tab.
  4. Compare client and contact relationships, quoted value, line items, invoices, purchase orders and recorded time with the source records.
  5. Record every difference and its source-data or mapping cause in a retained migration register. Obtain named business sign-off outside SignBas3 only after the sample reconciles.

Good practice

WorkflowMax Import and WorkflowMax Mapping are restricted to Owner and Admin roles. Accounts users can perform the business review in Job Financials and Reports.

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.