Provident fund ledger

Provident fund balances and entries.

Who can use this page

Permission needed: View payroll runs (view_payrollrun).

Roles that have it by default: Finance Manager, HR Manager and Payroll Manager.

Superusers can always open it. Your administrator can also give the permission to a custom role.

Provident fund ledger shows each enrolled person's balance and the contributions behind it.

At the top: Total PF liability, the number of enrolled people, and the member and employer contribution totals. The page is at /payroll/provident-fund; older /payroll/pf links redirect here. The compact table shows the person, balance, member share, employer share and Balance as of. This date is the latest recorded ledger update. On smaller screens, contribution totals are available in the detail view. Search by name or ID; results update immediately, and Clear filters resets the search.

Contributions post when payroll runs are approved. Generating a payslip shows a projected balance without changing the available fund balance. Returning an approved run to review reverses its contribution; approving the revised run posts it once again. A revision is blocked if reversing its contribution would overdraw a later withdrawal. Corrections retain their recorded target balance. Select a person’s row or its open arrow to see the balance, contribution totals, balance-as-of date and Entry history in a wider detail dialog. The monthly contributions graph and its year selector are no longer shown because balances are all-time figures. Select Record entry to record a withdrawal or correction (needs permission to add payslips):

• Withdrawal: an amount above zero that the person takes out.
• Correction: sets the balance to a figure you enter, zero or more.

Every entry needs a date and a note saying what it's for, and appears in the person's history.

Money column headings are centered; amounts and totals remain right-aligned.

List and table controls

The search query is kept in the page URL. Large ledgers are paged. If loading fails, use Try again; displayed balances continue to follow the existing finance PIN controls.