The PF Transaction page
The PF Transaction page is your starting point for all PF work. Open it from PayrollPF Transaction.
Buttons at the top
Section titled “Buttons at the top”Search by number, employee, voucher or reference, choose a Status or date range, and click Filter. Reset clears the filters.
Actions on each row
Section titled “Actions on each row”| Icon | What it does |
|---|---|
| View | Open the transaction read-only |
| Voucher | Open the linked accounting voucher |
| Edit | Change a draft |
| Post | Make a draft final |
| Delete | Remove a draft |
| Unpost | Turn a posted transaction back into a draft |
Working with several rows
Section titled “Working with several rows”Tick the checkboxes, then use the buttons above the list: Post selected, Unpost selected, or Download PDF (one PDF for all selected rows; Profit Allocations are left out of it).
When you post several rows at once, loans, withdrawals, additions and deductions are posted first. Profit Allocations and Settlements follow in date order, each checked against the balances posted before it. If the earlier rows change their amounts, nothing is posted and you see Recalculation required: open that Profit Allocation or Settlement, recalculate it, and post again.
The Opening Transaction always appears as the last row of the list, because it is the oldest entry. Its row has the same View, Edit, Post, Unpost and Delete actions; see Opening Transaction.