Closing Monthly Settlements
Overview
The Close Month view helps you finalize your working hours and related billing for each calendar month.
You’ll verify recorded hours, attach required documents (such as invoices), and submit the settlement for approval — all in one workflow.
Who Benefits
Employees / Contractors – complete and submit monthly work summaries for invoicing
Managers / Finance Teams – get verified, consistent billing data for processing
HR Teams – receive accurate leave and work time confirmations for payroll
Steps to Close the Month
Go to the Close Month view
Navigate to Self Service → Close Month to access your monthly settlements table.
Review the settlements table
You’ll see a list of your previous and current months:
Year & Month
Expected hours
Hours worked
Days off
Balance (over/underworked)
Settlement state (e.g., OPEN)
Invoice state (e.g., PAID)
Availability status (e.g., Available in 10 days if it’s too early to close)
Start the settlement
When the current month is available for closure:
Click the “Close Month” button next to that row.
Confirm the monthly summary
The system will present a summary including:
Contract details (e.g., contract type, duration, currency, billing method)
Working hours – total recorded hours
Leaves – days off approved in the selected month
Sign the work confirmation
Sign and upload the system-generated Work Confirmation document
Upload your invoice
Attach your invoice, bill, or required settlement document for the period.
Set the last working day
Specify the final day of work in the billing period — usually the last day of the month.
Review & submit
Double-check the settlement amount matches your invoice.
Add a comment if needed.
Submit the settlement for approval by Finance or HR.
Outcome
Ensures accurate, traceable monthly work summaries
Speeds up payroll and invoicing processes
Reduces manual errors and improves compliance
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