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Preventing timesheets from being posted to closed periods

  • 20 February 2023
  • 3 replies
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Userlevel 3
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As a number of posts have indicated, the system does not prevent timesheets from being released into closed periods.

 

This is a big problem for many service business clients as they are frequently having to release timesheets that were entered late by the employee.  

It results in changes to the balances and reports in periods that are closed and this is a nightmare for accountants who discover that their bottom line figures have changed in opening balances.  It breaks one of the fundamental controls of an accounting system.

 

The “Custom Week” settings have an “Active” status but there appears to be no way to change the status to inactive.

 

Thanks

 

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Best answer by meganfriesen37 21 February 2023, 04:56

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Userlevel 7
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A couple of questions:

  1. What is the setting on your GL Preferences page?  Ensure that “Restrict Access to Closed Periods” is selected
  2. Which users are posting the time cards?  Do those users also have the Financial Supervisor role?  The Financial Supervisor role will allow the user to post into closed periods.  Make sure the user doesn’t have the Financial Supervisor role.
  3. Have you closed the period in addition to closing each of the modules?

You can get the time card to post into the current open period if you make sure that the above conditions are met.

Megan

Userlevel 7
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There’s a similar idea here: 

 

Userlevel 7
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Also, I have recently realized that the time does not automatically post into the next open period.  It sure would be nice if it did.

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