Good practice

Habits that keep PF tidy and balances right.

• Clear drafts at month end. Filter Status = Unposted and post or delete them.
• Enter work in date order. An entry dated before a posted Settlement or Profit Allocation does not update it.
• Check the balance first. The Loan Given and Permanent Withdrawal forms show it; for a Settlement, look at the PF Register’s As of Date tab.
• Allocate profit last. Run it only after the period’s Payroll and PF work is posted.
• Leave Payroll amounts to Payroll. Never enter monthly contributions or repayments as Other Additions.