Making use of Cash Loan functionality. The approver (myself for the reason that instance) want to accept the demand.
Whenever making use of cost administration, some employees want to obtain advance loan before preparing their business trips.
LetвЂ™s review those functionalities in a complete brand new tutorial.
Like we used to do, the initial thing is to produce a worker when it comes to appropriate entity (Human resources > Workers > Workers > New).
Then, you will have to produce a вЂњPersonвЂќ supplier, and choose вЂњUse selected recordвЂќ once you would be expected by the system that the provider exists when you look at the international target guide. It takes place only when you have dial the initial and final title precisely about the past setup.
DonвЂ™t forget to select a combined group for the supplier, and dial OK.
Get back to your worker, when you look at the hr module, to test owner account is affected in from the trouble tab > вЂњEmployee mapping and per diem ratesвЂќ.
Then, assign the worker towards the user that is current the machine management module.
You shall want to setup at minimum 2 workflows, and a 3rd one in choice. The workflows can be purchased in Expense management > Setup > General > cost administration workflows
Cost management setup
We now have not done when it comes to setup that is required. Get within the Expense management > Setup > General > cost administration parameters, and check always you’ve got filled the Ledger journal name that is daily. For publishing payday loans instantly, you could allow the option that is second red below.
Additionally you must ensure the money Advance (Expense management > Setup > General > advance loan accounts) makes up about the money associated with the appropriate entity is setup.
Additionally, a repayment technique is necessary (Expense management > Setup > General > repayment methods). (more…)