17. Review the Month

Resolve blockers and complete the monthly review in a clear order.

Last updated About 9 hours ago

Go to Control → Open actions and resolve blockers first. Then open Review month.

An action counter should match the number of unique visible items. Resolve this shows only records that genuinely require action and explains what is missing, for whom and for which period.

Recommended review order

  1. Missing or blocked performances.

  2. Actual hours and deviations.

  3. Mileage.

  4. Expense claims.

  5. Volunteer allowances, wages or invoice amounts.

  6. Agreements and annual limits.

  7. Duplicate or overlapping records.

  8. Total per person.

  9. Who may approve the month.

Close the month

Close the month only after all relevant items have been checked. Only an authorised role can reopen it, and a reason is required.