FlecBase Docs

How to use Week-ending batches

Configure your week-ending day, then use the filter to batch a cycle.

  1. Set the day. Open the admin shell and run app(\App\Services\Ledger\WeekEndingService::class)->setDayForTenant($tenant, $isoDay) where $isoDay is 1 (Monday) through 7 (Sunday). Persists to tenant_settings.week_ending_day. Future Filament UI will surface this on the workspace settings page; until then, the helper is the recommended setter.
    📷Screenshot: Tenant setting — week_ending_day (default Sunday) week-ending_setting.png
  2. Open Ledger → Invoices or Ledger → Journals. Both lists have the same Week-ending filter.
  3. Open the filters panel and find Week ending. The label dynamically reads "Week ending (Sunday)" or whichever day is configured. Pick any date in the cycle — the filter snaps forward to the next occurrence of the configured day and shows the 7-day window ending on that date.
    📷Screenshot: Week-ending filter — picker snaps to the configured day week-ending_filter.png
  4. The list narrows to that window. Tick the header to select all visible rows.
  5. Bulk actions → Export selected → CSV → pick format. The export runs and the file downloads. The audit log entry stamps the week-ending date so this cycle is searchable later.
  6. Repeat for the next product. Same week-ending date but flip to the other list (Invoices ↔ Journals) and export. A typical payroll-cycle close does both — one CSV of invoices for the customer-facing books, one CSV of journals for the GL trial balance.
📷Screenshot: Week-ending batches — how to use week-ending_2.png

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