How to Add Employee Salary Advances: Payment and Modification Options

Guidelines for submitting an advance or salary advance to employees through the system.

1. Access to Advances:

   • From the dropdown menu, select Payroll.
   • Click on Advances.

2. Adding a New Advance:

   • Click on New Advance from the top left of the page.

   • Fill in the required fields:

     • Reference Number
     • Employee Name who will receive the advance
     • Type (Advance or Salary Advance)
     • Amount
     • Additional Notes (if any)
     • Account Type to pay from
     • Date

   • Click Save.

3. Advance Options After Saving:

   • Payment:
     • To record payment of the advance in cash.
   • View Advance:
     • To review advance details.
   • Edit Advance:
     • To edit details such as date or amount.
   • Delete Advance:
     • The advance and its associated receipts will be automatically deleted.

Important Note:

– You cannot edit an advance that has been partially paid. You must first delete the payment transaction to be able to edit the advance.