Configure the month-end closing

Administrators find the month-end closing settings under Settings > Administration > Staff & absences in the Time entries tab.

Month-end closing

• Default month from day: From this day on, the month-end closing opens the current month, before that the previous month. Default is the 20th.
• Reminder from day: From this day on, the sidebar shows the number of open timesheets. Default is the 28th.

Automatic locking

With Enable automatic locking, time entries are locked on a fixed schedule, independent of invoices or manual locks. The options are every day, every Friday, every Sunday, on the 1st of each month for the previous month, or on the last day of each month for the current month. Leave and sickness are not affected.

Month lock for time entries

The overview shows per month whether time entries are locked. As soon as invoices have been created for a month, its entries are locked automatically. You can also lock or unlock individual months here by hand.

Click Save settings after every change.

Timesheet requirement per project

Whether a project appears in the month-end closing and how the timesheet is submitted is controlled by the project field Timesheet requirement. You find it under Administration > Projects in the Invoice details section.

• Upload via QUANTICAL.ERP: the employee uploads the timesheet in the month-end closing.
• Upload to third-party system: the employee confirms the upload in the client's portal.
• No timesheet: the project appears grey and without actions.

In addition there is the option Timesheet upload by project lead only, with which one timesheet is submitted for all project members.

Deleting a timesheet

Administration removes a wrong timesheet under Billing in the Invoice preparation tab with Delete. A comment is mandatory so the employee knows what to correct. They see the comment in the month-end closing and upload again.