Payroll Locks

CONTENT

• Payroll lock
• Case entry lock
• VAT lock
  • Opening and locking the month
  • Lock the month
  • Open the month 

In the payroll settings, two different locks can be set, which are the payroll lock and the case entry lock.

The payroll and case locks affect the payroll process and case entry. The lock should be used if you do not want to make changes to payroll, case entries, or monthly obligations from the lock month backward.

Pay > Settings > Payroll settings

Payroll lock

Locks the creation of payslips in the payroll process for the locked period and backward, as well as the handling of already created payslips in the payroll process. The lock also locks case entry for the set period and backward.

Case entry lock

Locks case entry from the case record for the locked period and backward. In case entry, the green plus sign, from which the hour entry can be added, is not displayed when the lock is activated.

If you try to create a payslip for a locked period in the payroll process, the program will give the following notification:

The side cost accrual cannot be created for the locked month. The program does not activate the menus intended for voucher creation if the lock is on.

For example, a payroll lock 1/2023 means that vouchers with a recording date of 31.1.2023 or earlier can no longer be created.

To unlock, the lock must be moved further into the past or removed completely. 

VAT lock

In addition to payroll, on the Bookkeeping side, the VAT lock affects the creation and cancellation of vouchers.

Financial management > Bookkeeping > Financial statements > Financial period management > Locks

More about bookkeeping locks and VAT lock and lock bypass can be read here: Financial period management

The Vat lock must be completely opened, i.e., the lock date must be moved to a time before the date of the voucher so that vouchers can be created for payroll. A mere VAT lock bypass does not allow the creation of payroll vouchers.

Opening and locking the month

In monthly obligations, when the side cost accrual voucher is created, there is an option "Lock the month" and "Open the month".

Pay > Payroll > Obligations > Click the month to be processed

Lock the month

Automatically sets the payroll lock for the month of monthly obligations processing in the payroll basic information and settings.

Open the month 

Removes the payroll lock and the vouchers created in monthly obligations.

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