Lock Periods for Employees

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    Lock the periods of records and validations for expense reports and timesheet reports, both for employee and N+1.


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    Price includes: Module - Maintenance - Migration
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    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: 5
    - Lock Gap Days Manager: 60




    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 10/23/2019. If we see the employee locking date for 09/2019 it's 10/05/2019 (End of Period + Employee Lock Gap Days) 


    -Employee user

    2

    An employee fails to create an expense for 09/30/2019 and receives a system warning as the warning in the photo.

    Why?

    It's because Employee Locking Date : 10/05/2019 and today it's already 10/23/2019





    -Manager User

    3

    Meanwhile, manager create an expense with the same date then save it. There's no problem for them because:

    Manager locking date for 09/2019 is 11/29/2019 and today (23/10/2019) is before the locking date








    Period Lock in Timesheet

    -Employee user

    1

    Let's say today is 10/23/2019. Employee create timesheet for 09/30/2019. When they want to save the timesheet, it will show the message that the cannot add the entry.

    It's because Employee Locking Date : 10/05/2019 and today it's already 10/23/2019



    -Manager user

    1

    On the other hand, manager can create a timesheet for 09/30/2019 without any problem as Manager locking date for 09/2019 is 11/29/2019 and today (23/10/2019) is before the locking date.


    See also our Account Period Lock module