Closing a Period

To close the current period you will have to follow the steps below:

1. Go to Express > Results > 5.Go to Payroll
2. Make sure that all the processes on section A are Done.
3. Select the "Payments Reviewed" checkbox and save it on the floppy disk icon.
4. Section B “Close the Current Period” > Ok

When closing a period, please note the following:

1. Once a period is closed, the deals and results from that period are now “locked” in the past period. You cannot adjust any past period results without reopening to that period.
2. Calculations have to be run fully in order to close the period. You can confirm they have run at a glance by looking to the solid green check mark next to “Results” in the header.
3. The Payroll File can be generated at all times. The most accurate results are when calculations have run fully