Difference between revisions of "How do I close a payroll period?"
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*Make sure you have produced any '''"End of Period"''' reports you need. | *Make sure you have produced any '''"End of Period"''' reports you need. | ||
*Press {{KeyPress|F2}} to "Close Current Period". | *Press {{KeyPress|F2}} to "Close Current Period". | ||
| − | *A box will pop up asking you to be sure you wish to close the current period. Click {{Button|Yes}} to proceed with closing the period. | + | *A box will pop up asking you to be sure you wish to close the current period. Click {{Button|Yes}} to proceed with closing the period. |
| + | |||
| + | This closes the period and moves you into the next one. | ||
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{{FAQ}}{{KB_Tags|Close, Closing, Payroll, Period}}{{KB_PR}} | {{FAQ}}{{KB_Tags|Close, Closing, Payroll, Period}}{{KB_PR}} | ||
Revision as of 17:21, 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.
This closes the period and moves you into the next one.
