Salary OK by Accounts
Navigation Path
Salary → Salary Accounts
Salary OK by Accounts Page
URL
/salary/salary-ok-by-accounts
Page Description
- This page is used by the Accounts team to verify and finalize salaries
- Displays salary records approved by Billing
- Allows Account Verification, Rejection, and Salary Locking
- Enables bank and debit transaction export after salary closure
1. Salary Search Section
Search Fields
| Field | Description |
|---|---|
| Month | Select salary month |
| Year | Select salary year |
| Employee | Search employee |
| Client | Filter by client |
| Unit | Filter by unit |
2. Salary Records Table
Table Columns
| Column | Description |
|---|---|
| Select | Checkbox |
| S No | Serial number |
| Name | Employee name |
| Code | Employee code |
| Designation | Employee designation |
| Unit | Unit name |
| Month | Salary month |
| Year | Salary year |
| Status | Accounts |
3. Salary Verification Actions
Action Buttons
| Button | Behavior |
|---|---|
| Account Verified (Selected) | Marks selected salary records as verified by accounts |
| Reject (Selected) | Rejects selected salary records |
| Reset Selection | Clears selected rows |
4. Export Branch and Bank Data Section
Section Description
- Available only after salary verification
- All actions in this section are enabled only after closing the salary process
Close Process
| Button | Behavior |
|---|---|
| Close Process | Locks the salary process permanently for the selected month/year |
Rules
- Once closed, salary data becomes read-only
- No further edits or approvals allowed
- Export actions become enabled only after closure
Export & Communication Actions
| Button | Description |
|---|---|
| Bank Copy | Copies bank transaction data for salary disbursement |
| Debit Transaction | Copies debit transaction details |
| Send Mail | Sends salary details to configured email recipients |
Important Rules
- Bank Copy, Debit Transaction, and Send Mail are enabled only after clicking Close Process
- Send Mail action is allowed only once
- After mail is sent, the option becomes disabled
- All exported data reflects final locked salary values
5. Status Transition Flow
| Action | Resulting Status |
|---|---|
| Account Verified | Account Verified |
| Reject | Rejected |
| Close Process | Locked |
Rules & Restrictions
- Only Billing-approved salaries appear on this page
- At least one record must be selected for verification or rejection
- Locked salaries cannot be modified
- Rejected salaries exit the approval flow
- Export actions are unavailable before salary closure
Notes
- This page acts as the final checkpoint in the salary workflow
- Salary processing is considered complete only after Close Process
End of Documentation