Advance settlement

Advance settlement

To review the status of your advances
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.



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