Week closure and locking
The week closure makes the reports recorded for a week binding. Afterwards, the entries are write-protected and can be evaluated or exported.
Process
- Forwarded: individual days are forwarded for approval (only possible in the day view).
- Closure: the entire week is closed.
- Approval process: reports go through the configured approval stages.
- Approved: once all approval stages are complete, the report is approved.
Who is allowed to close or open?
- Super User (SU): at any time.
- Admin/Master (FA): within their own company or branch office.
- System: optionally automatically at the start of a new accounting period.
Rules at closure
- Open rejections: rejected reports must be corrected or resubmitted.
- Rule checks: codeto report checks automatically (breaks, hours, compensation, etc.). Errors prevent closure, warnings do not.
- Lock: after closure, entries are write-protected. SU and FA can reopen in exceptional cases.
Automatic closure
Previous periods can be closed automatically at the start of a new payroll or accounting period.
Reopening
Closed weeks can be reopened with permission. The reopening appears in the audit log.