ManoPlan Workflow – Monthly Closing
Shows how to approve time entries, release expenses, and export data for the accountant at month end.
Learning Goal
Office staff should be able to carry out month-end closing efficiently and hand over all data correctly.
Contents
Time overview
End of month: the time tracking overview shows all hours logged by the team – by employee, job, and activity type.
Batch approval
Pending approvals at a glance – select all and approve in one batch. Anything that looks wrong can be corrected individually.
Review expenses
The same for expenses: review all receipts for the month, comment on anything unusual, then approve or reject.
Data export
Export the data: either as a CSV file or directly via ERP integration to your accounting system. All with a single click.
Monthly summary
The monthly summary shows revenue, total hours, and costs – exactly the figures your accountant needs for billing.
