Journalise a period

You can manually journalise after a period has been approved, to transfer the journal entries to Profit Financieel or to export them.

Profit automatically journalises a period following the approval if you have set this up in the employer's properties.

If you journalise to a different environment, start the journalising separately. The environment you are journalising to, is specified in the employer settings as well.

Journalise manually

Go to: HR / Payroll / Salary processing cockpit.
Open the view: Salary processing plan (actual).
More information: views in the salary processing cockpit
The Salary processing cockpit provides the following views:
- Payroll processing plan (all)
  This view shows all periods for all employers. In this view, you therefore also see the periods already processed.
- Salary processing plan (actual)
  This is the default view. This view shows, for all employers, the last unprocessed or provisionally processed (correction) period. If you have already added periods for the next year, you also see period 1 of that year in the view.
- Payroll processing plan (previous)
  This view is based on the Salary processing cockpit (current) view but only displays the last approved period. Using this view, you can quickly find the last approved period and then print the corresponding overviews.
- Payroll processing plan (current + last approved)
  This view is based on the Salary processing cockpit (current) view and additionally displays the last approved period. You can use this view when you are processing an employer. Once a period has been approved, it disappears from the Salary processing cockpit (current) view. You can use this view for the actions that must be performed after the approval.
Select the period line.
Click on the action: Journalise.
Click on: Yes.
If the journalising has been processed successfully in the queue, a pop-up appears.

Press F5 to refresh the view. You now see a check mark in the Journlsd. column.