How to close a month with all payments made for all employees?
You can close payroll from the payroll table or the transactions tab.
(1) From Payroll Table - click on the 3-dotted menu icon and select Close Payroll Month
(2) From Transactions tab - click on Close Month
You can review all paid and unpaid amounts to date for each currency if you have not submitted all pay transactions for all employees and currencies.
Note: Click Cancel carry forward to return back to your payroll table to submit additional transactions if you have unintentionally missed any payments.
Upon submitting all your transactions as needed, confirm your request to close the month, as you cannot make any further changes and a new payroll month will automatically open on the platform.
How to close a month with unpaid items?
If you have any items you have not paid and want to close the month, they will be carried forward to the next month.
Step 1
Click on Close Month from payroll table or the Transactions page as shown in the previous steps,
You will be notified of all unpaid items - showing amounts paid to date for each currency and all unpaid amounts yet to be paid.
Step 2
Clicking on Review breakdown will show you a breakdown of all the unpaid items in each currency
Step 3
Check all confirmation boxes if you wish to proceed with closing payroll and moving all unpaid payments to the next month (this action cannot be undone). You will then be directed to the Transactions page to view details of your closed payroll.
A new month will automatically open on the platform and all unpaid fixed pay items will be visible under the Arrears column
Clicking on any employee row gives you further details of amounts, payments processed and unpaid with additional remarks in the payroll pop up window
