Reporting Period Management

Overview

Report period management is an additional function that can be enabled in your portal to control the use of Transaction Dates.

When it is enabled, the reporting period management tool allows you to lock periods. When a period is locked, you will not be able to set a Transaction Date  that falls in that period or make changes to invoices that are within that period.

Transaction Dates

The Config > Reporting > Reporting Period Management screen allows you to control whether the Transaction Date is available to be recorded in Pay Conditions, Payroll and Invoicing.

To allow a transaction date to be recorded, tick the relevant checkbox then click Save.

Lock Periods

You can set lock periods for reporting in Config > Reporting > Reporting Period Management.

In the Manage Periods section, the ‘Lock up to’ field will allow you to set a lock date. When this date is applied, transactions in the system on or prior to this date will be locked.

The ‘Unlock from’ field can be used to unlock transactions on or after the date you specify.

You can view the current locking period at the bottom of the screen.