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 paid to employee but has not adjusted or refunded
by employee
2. Settled : Advance has been fully adjusted through an expense claim or payroll
recovery
Report can be generate separately for active and resigned employees separately.
Click on "Export to Excel" to get out in excel.
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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 ...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 ...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, ...