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Update of 07.04.2019

Updated

Hello, dear friends! Today WorkPan gained a new module — “Reporting Period”. It governs financial dates: a financial day, month or year can now be closed.

What does that mean? Once the senior accountant closes a period through this module, no financial changes are possible inside it — the ban covers adding, editing and deleting.

An example: the person responsible for finances audits the service centre’s cash desk. The audit is done, the balance adds up — they close the period (day, month or year), and it can no longer be corrected after the fact.

To use the module you need to

  • Enable the module under “Modules”
  • Add the year you need
  • Open the month you need
  • Close months as they end
Opening the module
The module’s start page
Adding a reporting year
List of months in the reporting year marked open and closed

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