Month-end

Close the month

When a month’s hours are in and approved, Finance closes it under Admin → Month close (the Close and reopen months permission, period.lock). From then on, nobody can change, submit, approve, or reopen time in it, so the numbers you report stay the numbers you sent.

If something must change, Reopen… the month with a reason (it’s kept in the audit log), fix it, and Close again.

The month-end package

Finance add-on. Reports → Month-end is everything the accountant needs for payroll, and Download for the accountant saves it as one workbook. Per person: working days, public holidays, leave by type, and approved hours, plus a list of every absence and the hours per project.

It needs the month-end package permission (report.payroll.view; HR and Finance by default). Sick leave shows as sick leave only to those who may view sensitive leave details (leave.sensitive.view), as “Absence” otherwise, and showing it is recorded in the audit log.

Contractor invoices

Finance add-on. Contractors send their invoice for each month from their profile, where Sandly shows what their approved hours come to at their rate. Finance reviews them under Company → Invoices (Review and pay contractor invoices, invoice.manage): approve, reject with a reason (they see it and can send a corrected one), and later mark paid.

On the first working day of the month, contractors who haven’t sent last month’s invoice are reminded; a week later they’re reminded again, and Finance is told how many are still missing.

Client timesheets

Finance add-on. On a project’s page, Client timesheet downloads a month’s approved billable hours for the client, as Excel or PDF, with lines for both sides to sign. There are three layouts: a daily grid, a detailed list, or a summary. Each client has a default, which you can change for each download. Hours still waiting for approval can be included when needed; the timesheet then says so.