Difference between revisions of "How do I close a payroll period?"
From Catalyst
Jeremy Shave (talk | contribs) |
Jeremy Shave (talk | contribs) |
||
| Line 1: | Line 1: | ||
== Summary == | == Summary == | ||
| − | The following article explains how to close off a payroll period. This procedure must be followed when you have completed | + | The following article explains how to close off a payroll period. This procedure must be followed when you have completed a period and you would like to move into the next one. Please ensure you have run all the necessary reports and printed the payslips before proceeding. |
== Details == | == Details == | ||
Revision as of 17:20, 5 January 2009
Summary
The following article explains how to close off a payroll period. This procedure must be followed when you have completed a period and you would like to move into the next one. Please ensure you have run all the necessary reports and printed the payslips before proceeding.
Details
Get into "Payroll" -> "Run Payroll Period".
- Click [OK] at the "Payroll Selection" window which opens the period you about to close.
If you run more than one frequency i.e. a Monthly and a Weekly payroll, you must first select the period you would like to close by selecting [Yes] alongside the appropriate "Payroll Frequency" e.g. 'Monthly'.
- Make sure you have produced any "End of Period" reports you need.
- Press <F2> to "Close Current Period".
- A box will pop up asking you to be sure you wish to close the current period. Click [Yes] to proceed with closing the period. You will then be able to run your next Payroll Period.
