- Type: The advance request type will be selected as a default.
- Advance Request and Payment: This check box will be selected as a default.
- Advance Number: The advance number from the Advance Request screen should be selected. So the payment details regarding that particular employee will be automatically generated in the rest of the fields.
- Advance Date: Enter the date when this request is created
- Reference Number: Enter the reference number of the advance payment.
- Date: Enter the reference date.
- Employee Name: Select the employee name who is requesting the advance payment.
8. Advance Type: Select the type of advance payment required by the employee.
9. Expected Date: Enter the expected date when the advance payment will get sanctioned.
10. Amount Required: Enter the amount required by the employee.
11. Remarks: Enter any remarks for the advance repayment.
12. Status: Select the appropriate status radio button.
Accepted - If the request is accepted. Rejected - Advance request is rejected. Paid - Advance is being paid. Closed - The advance transaction is closed.
13. Details: The details tab will be selected as a default and enter the required details.
Amount Sanctioned: Enter the total amount sanctioned for the employee.
Amount Paid: Enter the amount paid by the employee.
Repayment Required: Select this check box if the employee is required to repay the advance amount. Now extra fields related to the latter field (if checked) will be generated.
Starts From: Enter the date when the repayment will start.
Interest Type: Selec the type of interest. Choose the Interest Type as Simple, Diminishing, Compound, or None. This selection applies to the amount to be repaid by the employee.
14. Select the payment tab and enter the required details.
Paid On: Enter the date when the advance amount is paid.
Reference Number: Enter the reference number.
Instrument Type: Select the instrument type from the picklist. The instrument Type field specifies how the payment was made. E.g. cheque, cash, etc.
15. Click the Save button.
16. Wait till the popup appears on the screen to confirm that the advance payment is created.
Contents
Revisions
- July 15, 2021 @ 12:18:35 [Current Revision] by vv
- July 15, 2021 @ 12:10:38 by arul
- July 15, 2021 @ 12:10:06 [Autosave] by arul
- June 12, 2021 @ 14:03:54 by arul
- June 12, 2021 @ 13:16:04 by arul
- December 22, 2014 @ 10:07:21 by vv
- December 22, 2014 @ 09:49:41 by vv
- December 22, 2014 @ 09:47:15 by vv
- December 22, 2014 @ 09:40:03 by vv
- December 22, 2014 @ 09:34:02 by vv
- December 22, 2014 @ 09:28:30 by vv
- December 22, 2014 @ 09:21:41 by vv
- December 22, 2014 @ 07:35:34 by vv
- December 22, 2014 @ 07:27:12 by vv
- December 5, 2014 @ 10:52:17 by vv
- December 5, 2014 @ 10:51:57 by vv
- December 4, 2014 @ 08:22:31 by vv
- December 4, 2014 @ 08:22:20 by vv
- December 4, 2014 @ 07:54:29 by vv
Revision Differences
| December 4, 2014 @ 07:54:29 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Added: <strong>Path: HRMS>Transaction> Advance>Advance Payment</strong> | |||
| Added: The advance payment screen will be displayed. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_ 01-1.png"><img class="alignnone size-full wp-image-13971" src="https:// help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_01-1.png" alt="" width="766" height="493" /></a> | |||
| Added: <ol> | |||
| Added: <li><strong>Type:</strong> The advance request type will be selected as a default.</li> | |||
| Added: <li><strong>Advance Request and Payment:</strong> This check box will be selected as a default.</li> | |||
| Added: <li><strong>Advance Number:</strong> The advance number from the <a title="Advance Request" href="http:// help.goodbookserp.com/?p= 1486">Advance Request</a> screen should be selected. So the payment details regarding that particular employee will be automatically generated in the rest of the fields.</li> | |||
| Added: <li><strong>Advance Date:</strong> Enter the date when this request is created</li> | |||
| Added: <li><strong>Reference Number:</strong> Enter the reference number of the advance payment.</li> | |||
| Added: <li><strong>Date:</strong> Enter the reference date.</li> | |||
| Added: <li><strong>Employee Name:</strong> Select the employee name who is requesting the advance payment.</li> | |||
| Added: </ol> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_ 02.png"><img class="size-full wp-image-13973 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_02.png" alt="" width="468" height="226" /></a> | |||
| Added: <p style="padding-left: 30px;">8. <strong>Advance Type:</strong> Select the type of advance payment required by the employee.</p> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_ 03.png"><img class="size-full wp-image-13974 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_03.png" alt="" width="439" height="202" /></a> | |||
| Added: <p style="padding-left: 30px;">9. <strong>Expected Date:</strong> Enter the expected date when the advance payment will get sanctioned.</p> | |||
| Added: <p style="padding-left: 30px;">10. <strong>Amount Required:</strong> Enter the amount required by the employee.</p> | |||
| Added: <p style="padding-left: 30px;">11. <strong>Remarks:</strong> Enter any remarks for the advance repayment.</p> | |||
| Added: <p style="padding-left: 30px;">12. <strong>Status:</strong> Select the appropriate status radio button.</p> | |||
| Added: <p style="padding-left: 90px;">Accepted - If the request is accepted. Rejected - Advance request is rejected. Paid - Advance is being paid. Closed - The advance transaction is closed.</p> | |||
| Added: <p style="padding-left: 30px;">13. <strong>Details:</strong> The details tab will be selected as a default and enter the required details.</p> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_ 04.png"><img class="size-full wp-image-13975 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_04.png" alt="" width="615" height="170" /></a> | |||
| Added: <strong>Amount Sanctioned:</strong> Enter the total amount sanctioned for the employee. | |||
| Added: <strong>Amount Paid:</strong> Enter the amount paid by the employee. | |||
| Added: <strong>Repayment Required:</strong> Select this check box if the employee is required to repay the advance amount. Now extra fields related to the latter field (if checked) will be generated. | |||
| Added: <strong>Starts From:</strong> Enter the date when the repayment will start. | |||
| Added: <strong>Interest Type:</strong> Selec the type of interest. Choose the Interest Type as Simple, Diminishing, Compound, or None. This selection applies to the amount to be repaid by the employee. | |||
| Added: <p style="padding-left: 30px;">14. Select the payment tab and enter the required details.</p> | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_ 05.png"><img class="alignnone size-full wp-image-13978" src="https:// help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_05.png" alt="" width="778" height="83" /></a> | |||
| Added: <strong>Paid On:</strong> Enter the date when the advance amount is paid. | |||
| Added: <strong>Reference Number:</strong> Enter the reference number. | |||
| Added: <strong>Instrument Type:</strong> Select the instrument type from the picklist. The instrument Type field specifies how the payment was made. E.g. cheque, cash, etc. | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_ 06.png"><img class="size-full wp-image-13979 aligncenter" src="https:// help.goodbookserp.com/wp- content/uploads/ 2014/12/Payment_06.png" alt="" width="312" height="241" /></a> | |||
| Added: 15. Click the <strong>Save</strong> button. | |||
| Deleted: Information regarding the advance payment done by the employee can be viewed in this screen. | Added: 16. Wait till the popup appears on the screen to confirm that the advance payment is created. | ||
| Deleted: | |||
| Added: <a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2014/12/Overall_ 02.png"><img class="alignnone size-full wp-image-13919" src="https:// help.goodbookserp.com/wp- content/uploads/ 2014/12/Overall_02.png" alt="" width="487" height="64" /></a> | |||
| Added: | |||
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