How to close the month's payments

When to use it

At the end of every month, to close the team's payments. The path is always the same: correct attendance → daily reports → statement → approval → staff signature → payment.

Step by step

1. Check attendance: in Menu → Attendance, look for Incomplete shifts and fix them, writing the reason.
2. Generate daily reports: in Menu → Daily reports, tap Generate under “Reports to generate”.
3. Generate statements: in Menu → Payment statements, tap Generate / update statements and confirm the month.
4. Review each person: open the statement, check lines, hours and transport. Add manual lines for extras. After fixing attendance, use Refresh with current data.
5. Confirm internally: tap Mark as Internally Confirmed.
6. Approval: if your company uses approvers, tap Stamp. Approvers see it in Waiting for your approval and tap Approve (or Return with a reason).
7. Send to staff: tap Send to Portal. The person receives it and signs in the app (Approve & sign).
8. Revisions: if someone requests a revision, use Mark under review, fix it and send again.
9. Payment: after signing, the invoice is created. Use Mark received, Mark scheduled and, on the day, Mark paid.

Tips

• On the manager Home, Payslips to approve shows what is waiting for you.
• Use Send by e-mail (PDF, Excel or PNG) to send the invoice to whoever needs it.

Common mistakes

• A line with the wrong store or hours: the error comes from attendance. Fix it there and refresh.
• I can't edit: the statement is in approval or already sent.
• Staff has not signed: remind them by message; the link is valid for 30 days.

Related questions

• Manager payment statements: generate, approve and send
• How to fix a staff member's attendance
• Check and sign your payment statement