How To Close Month
You can close the month by simply clicking Close Month button in the months overview table:
If the button is not available yet, the system will display a notice like “Available in 10 days” in the Invoice State column. This means the closure will be possible once the billing window opens.
Step-by-step Instructions
When the current month is available for closure, follow these steps:
Review your work summary
Make sure your worked hours, days off, and deductions are accurate.
Sign the work confirmation
The system automatically generates a summary document based on your records. Review it and sign it digitally.
Upload your invoice or billing document
Add your invoice (or internal billing document), based on your contract type and agreement.
Set the last working day
Indicate the final day of the billing period (usually the last calendar day of the month).
Review the settlement amount
Ensure that the total value matches what’s stated in your invoice. Any mismatch could delay processing.
(Optional) Add a comment
Add clarifying notes, such as invoice adjustments, special cases, or remarks for HR/Accounting.
Submit for approval
Once submitted, the entry moves to the HR and Finance teams for further processing.
During submission, you’ll see key summary sections:
Contract Details – Type, rate, billing frequency, and currency
Working Hours – Total hours approved for the period
Leaves – Number of days off recorded
Balance – Difference between required and worked hours
If any data appears incorrect — for example, wrong hour totals, missing leave days, or incorrect rate — report it immediately before submitting.
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