Contract Line Status to prevent Project Billing Offsets
I am trying to confirm the project line status required to prevent project billing reclass offsets from being created for completed projects when the batch "Create Accounting Transactions" process is run.
I know that the "Update Contract Status" process will change contract lines from "Active" to "Expired" when the line "end date" has passed. However, the expired lines still seem to be included in the Billing Offset process.
So do the contract lines need to be manually set to "Closed" to be excluded from the Offset process?
Is there a way to automatically close contract lines based on conditions such as when the end-date is passed and revenue and invoice amounts are equal?