Close a Custody

After fully settling an employee custody, you can officially close it to prevent any further modifications. This guide explains when you can close a custody and what happens after closure.

Before You Begin

  • The remaining balance of the custody must be zero.
  • The custody status must be “Settled.”
  • The “Close” button will only appear when both conditions above are met.

Steps to Close a Custody

  • From the main menu, click Finance.
  • Select Employee Custody.
  • Open the required custody from the list.
  • Click the status change button.
  • Click “Close.”
  • A confirmation message will appear: “Are you sure you want to close this employee custody?”
  • Click “Confirm” to complete the closure.

What Happens After Closing?

Status Updated: The custody status changes from “Settled” to “Closed.”

Custody Locked: The custody becomes read-only. None of the following actions will be permitted:

  • Editing any field in the custody.
  • Deleting any field in the custody.
  • Adding a new settlement line.
  • Deleting any existing settlement line.