Advance settlement
1. Go to Advance & Expense > Home and open the Advance Request Summary tab
2. On this tab you will see the status of your advance requests
Employees can map the Advance vouchers in Paid status to any expense claim which they are submitting to settle the amount. The net payable amount will be accordingly reduced.
There is also a feature through which any outstanding advances beyond a period of time will be automatically recovered in subsequent payroll runs. Outstanding advances are automatically mapped to the voucher when it is being submitted these however can be removed if needed during the payment process.
Only when the Expense claim is verified the advance amount is finally adjusted from the advance claim. When an advance has been completely settled its status would change to "Settled" and it can be hidden from view.
You can see details of the payroll / expense vouchers against which the advance has been settled.
Hidden vouchers can be recalled using the "Recall Advance Requests" button.
Related Articles
Report - Advance Payment Details
Reports > Expenses >Advance Payments Details If employee is taking an advance then status of advance payment can be seen from this report. The From Date / To Date range is linked to advance payment date. Status of advances 1. Paid : Advance has been ...Expense process overview
Expense Module is designed to allow Employees to submit work / business related expenses. For payroll / salary reimbursements refer to article on Claiming Salary Reimbursements. The approval workflow can be configured to include the Manager, ...Expense claim submission
Menu Path : Advance & Expense > Home Accessible to: Employee or authorized roles as per setup You can check the status of your requests in the Expense Statement Summary tab on this page. Edit - a voucher saved as draft can be edited and worked upon ...