Run the month-end closing
Upload and confirm a timesheet per project - the month-end closing in QUANTICAL.ERP as the basis of billing.
Navigation: sidebar > Actions > Month-End Closing
The month-end closing makes sure every project with booked hours has a confirmed timesheet before billing starts. The view shows one month at a time, with two counters: Pending and Done.
Steps for employees
Go through your projects
Every project with booked hours appears as a card with hours and person-days. Projects that do not require a timesheet are marked as such.
Provide the timesheet
Upload the signed timesheet per project, or mark it as uploaded to a third-party system when the client requires their own portal.
Confirm
Confirm closes the entry for the month. After that it is locked and can no longer be changed or deleted - the dialog points this out before you confirm.
If an administrator deletes an uploaded timesheet, the month-end closing shows their comment as the reason, and you upload a corrected version.
How bookings get locked
Two mechanisms work independently of the month-end closing:
- Invoice creation: creating the invoices of a billing period automatically locks its time entries.
- Automatic locking: the organization settings offer a schedule - daily, weekly (Friday or Sunday) or monthly. Vacation and sick leave are never affected by locks.
Why this matters
Invoices are built from these hours, and the timesheet is the evidence towards the client. Invoice preparation even runs an AI comparison between the invoice hours and the uploaded timesheet. A clean month-end closing is half the billing done.