This article explains how to create period transactions for your employees as an approver or manager/admin in your organization's system. The transactions can be registered from the Time reporting --> Period transactions page.


There are two view options available for creating period transactions - Grid or List view. The Grid view is set as default, but List view can be selected under Administration --> General tab.



The Grid view facilitates working with multiple employees and transactions simultaneously. It allows the selection of various employees and transaction types, with a filtering option also available. Any transactions inputted in this view will be assigned the next available pay date for the chosen period.


You will need to enter the amount or quantity for each transaction you want to register. 

Please note: If a transaction is not enabled for a certain attest group, it will be marked as "Unavailable transaction" in the list:



The List view displays transactions for the current and the following month. To record a new transaction, choose an employee from the list, specify a future payment date, select the transaction type, and enter the amount or quantity. Already registered Transactions will appear on the page only if their payment date is within the chosen time frame.

So if you choose the time range to be only the current month, but you've previously entered a transaction with a pay date on the next month, it won't be displayed.


Please note: If a transaction is not enabled for a certain attest group and also set as default for that attest group, you won't see it in the list:

To enable and set as default a transaction for an attest group you need to go to Administration --> Reporting types --> Transaction types, click to edit a transaction and from there select the attest group from the list and Save. 



To delete a transaction, use the bin button in the List View, or the clear button in the Grid view. Note that approved transactions need to be reopened before deleting, and also, exported transactions cannot be deleted unless the export is reset.