How do I close a payroll period?

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.

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Keywords AND Misspellings

Close, Closing, Payroll, Period