Demo video: Employee Advance
What it does
Employee Advance is a module that allows you to manage employee advances and basic payment processes:
- Employee can create requests for advance payment;
- The Employee Manager and the Module Manager can approve/reject the request;
- Accounting Department can then carry out payments according to the approved advance requests;
- The Employee Advances will be reconciled with the expenses from their Employee advance Journal;
- At the end of a period, accountants can reconcile all those transactions.
Key Features
- Manage advance payment process: Draft > Waiting Approved > Approved > Done > Reconciled
- Employee can request one or multiple requests
- Allow Employee Advance Double Validation if the advance amount is greater than the specific value
- Integrated with the Expense module and Accounting module
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_hr_employee_advance.
- Press Install.
Instruction
Instruction video: Employee Advance
1. Create Advance request
- Then, click Confirm to submit the advance request.
2. Advance request approval
- The person in charge of approving the advance request will check the information and can choose Approve, Refuse or Set to Draft with the advance request.
3. Advance payment
After the Advance Request is approved, the Accounting department will select Pay and proceed to pay the advance to the applicant.
4. Reconcile employee advance
- Advance reconciliation is the reconciliation between the advance payments with the actual expenditures of employees.
- Go to Employee Advance ‣ Accounting ‣ Employee Advance Reconcile ‣ Create.
5. Employee Advance Reports
You can view the advance analysis report by different criteria for management purposes. For example, analyzing the advance status of employees by departments in a certain period of time, fluctuations in advance needs of departments or employees over time, etc.
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