Difference between revisions of "How do I close a payroll period?"
From Catalyst
(New page: {{Review}} == Summary == The following article explains what to do at the end of your payroll period to close the period you are in == Details == *Go to "Payroll" -> "Run Payroll Per...) |
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The following article explains what to do at the end of your payroll period to close the period you are in | The following article explains what to do at the end of your payroll period to close the period you are in | ||
== Details == | == Details == | ||
| − | + | Go to "Payroll" -> "Run Payroll Period". | |
| − | + | *Select the period to close by selecting {{Button|Yes}} alongside the appropriate {{DataPrompt|Payroll Frequency}} e.g. {{DataValue|Weekly}}. | |
| − | *Select the period to close by selecting {{Button|Yes}} alongside the appropriate Payroll Frequency e.g. Weekly. | + | *Click {{Button|OK}} to choose the period, once you have selected a frequency, Your screen will display the Run Payroll Period Standard Entry screen. |
| − | *Click | + | *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. You will then be able to run your next Payroll 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. You will then be able to run your next Payroll Period. | ||
| − | + | {{FAQ}}{{KB_Tags|Close, Closing, Payroll, Period}}{{KB_PR}} | |
| − | {{KB_Tags|Close, Closing, Payroll, Period}} | ||
| − | {{KB_PR | ||
Revision as of 14:51, 23 December 2008
Summary
The following article explains what to do at the end of your payroll period to close the period you are in
Details
Go to "Payroll" -> "Run Payroll Period".
- Select the period to close by selecting [Yes] alongside the appropriate "Payroll Frequency" e.g. 'Weekly'.
- Click [OK] to choose the period, once you have selected a frequency, Your screen will display the Run Payroll Period Standard Entry screen.
- 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.
