A closed month remains fully readable. Only write operations are locked.
Requirements
Hours for the month reviewed and approved
Payroll and invoices generated
Permission to close periods, which the standard dispatcher does not have
Closing and reopening
Under Settings, Periods, the last 13 months are shown with the actions "Close" and "Reopen". The relevant period is the German calendar month of the respective business date.
The current month may be closed. A future month may not. Reopening requires a reason of at least 10 characters. Both processes remain permanently in the log.
Before closing, the system shows what remains open.
What the lock covers
The lock applies to all write operations affecting the month. These include:
Check-in, check-out, and sickness reports
Approval of overtime and uncovered time, time corrections, reconciliation, and its withdrawal
Creating, changing, deleting, and publishing shifts, as well as assignments and offers
Creating, changing, and approving orders, quotations, and invoices
Delegations to subcontractors, where both companies must be open
Read paths are not affected. The hours report, payroll preview, all exports, and controlling continue to work unchanged for closed months.