You can finalize periods in Legalsense. This means that no more hours can be written in those periods after finalizing. This in order to prevent, for example, that time entries are still entered in the period that is being billed at the beginning of a new month.
You cannot activate this function yourself. If you want to start using Finalized periods and this feature is not yet activated in your environment, you can submit a request to activate this feature to our Support department.
You can choose between a 'soft' (Close period) or a 'permanent' (Permanently closed) period finalization by selecting the corresponding 'Set' button.
'Soft' period finalization
When the 'soft' period finalization is activated, you can still add exceptions (for example, a certain user may still write time within a period that has not yet been permanently closed).
The 'soft' period finalization is intended in particular to make it impossible for timekeepers to write time in a certain period. If, for example, you want to create invoices for the previous month (period) at the beginning of the new month, closing the period ensures that no more time entries will be added after the creation of the (draft) invoices. However, users who have the rights to create and edit invoices can still simply edit time entries. Please note, therefore, that if in your environment there are also timekeepers with rights to edit invoices, the 'soft' closure of the period has no effect on them.
'Permanent' period finalization
If you opt for a 'permanent' finalization, the period is definitively closed and the exceptions no longer work. This closure is rarely used. After the permanent finalization of a period, no one can edit time entries that fall within that closed period. This also means, for example, that the time entries of an invoice made two years ago that still need to be credited can no longer be written off.
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