Lock Periods for Employees
Lock the periods of records and validations for expense reports and timesheet reports, both for employee and N+1.
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
You have only 1 date to lock the accounting entries, which is quite restrictive, especially at the end of the fiscal year.
CLUEDOO BEHAVIOR
Cluedoo gives the possibility to lock the period based on timeframe (like each month) and based on several levels of access rights (accountant, adviser and with some extra option, employee for timesheet and expense).
MODULE +
Differentiate between the accounting period lock and HR period lock for different levels of access rights
BUSINESS CASE
If your fiscal year finishes on 31/12, you will probably work on it up to the next April in order to prepare the audit but you will already have to close the current year (January, February, March) each 10 of the next months to be sure daily records are properly done.
CLUEDOO RECOMMENDATION
Installation: install 100% of the database.
Recommendation: to be installed as soon as you have an accounting department with more than 1 user.
OUR FEATURES AS SOLUTION
Periods Lock for Expenses
Periods Lock for Timesheet
HOW TO USE THIS MODULE ?
Dependencies
Account Period Lock
Set Periods Lock for Expense and Timesheet
1
On Accounting → Periods Lock. We can set Lock Gap Days for Employee and Manager on Expense and Timesheet. Here we set:
- Lock Gap Days Employee: 2
- Lock Gap Days Manager: 10
2
Create monthly period and now we have the list of period every month
Period Lock in Expense
- Employee user
1
Let's say today is 02/08/2021. If we see the employee locking date for 01/2021 it's 02/02/2021 (End of Period + Employee Lock Gap Days)
-Employee user
2
An employee fails to create an expense for 01/25/2021 and receives a system warning as the warning in the photo.
Why?
It's because Employee Locking Date : 02/02/2021 and today it's already 02/08/2021
Period Lock in Timesheet
-Employee user
1
Same behavior on Timesheet
