Employee advances and settlement
Choose a flow
Situation
An employee requests an advance and later settles.
Recommendation
Advance request in Approvals: approve → disburse (JE 141) → settle/return.
Why
Advances attach to each beneficiary; on disbursement the system debits 141 per advance line. Returns must point to the advance line. Paying employees goes through the payment approval gate like any disbursement. Reversal = reversing JE.
Steps
- The employee submits an advance request.
- Approve via the request type chain.
- Accounting disburses (through the payment gate).
- The employee settles with receipts; returns the surplus or receives a top-up.
Avoid
- Use a salary advance form for a business advance.
- Pay the advance outside the system.
Roles & permissions
Employee; approver; accountant (payments:approve to approve payouts).