Intro – Advance Payment #

Once the approvers approve the advance request then you can pay an employee and record the payment by this app.

• Advance Payment is a posting transaction.
• You cannot enter Advance Payment without approved advance request.

Create a New Advance Payment #

• Go to Employee on the left sidebar, and select Advance Payments
• On the first page of Advance Payments, there are 2 tabs – Awaiting Payment and Payment History.
• On the Awaiting Payment tab, you’ll find approved advance requests that are still unpaid. Click or tap a row to record its payment and complete the following fields.
  • Pay Date: default is today.
  • Payment Method: Cash, Check, EFT or others. You may add new method in Accounts -> Payment Methods.
  • Reference / Check No: optional
  • Cash/Bank Account:  Select which account to use for payment.
  • Employee Advance Account: Use a current asset account to track the advance.
  • Expense Account: for cash basis accounting.

• Click Ok.
• If advance payment transaction is successfully saved, the paid advance request line will be removed from Awaiting Payment tab and appear on the Payment History tab.