Enable partial application of advance payment recorded
Example: If advance recorded for Rs.1000 and actual claim is Rs.900 then he should be able to apply a partial advance of Rs. 900 for that claim and remaining 100 should remain in his advance credit. Currently if the person is claiming an advance of Rs.1000 against Rs.900 then the report becomes -100 and extra amount is being remain unaccounted.
Sharat Kumar
shared this idea
Hi Sharat,
We do have Advance Carry forward feature in Zoho Expense. After the approval of an expense report, you have to record its reimbursement. This will give you an option to record the settlement of the advance payment that was given to the employee as well.
You may record a refund or record a carry forward for the balance advance amount with the employee. This will also be reflected automatically in Zoho Books. Recording a carry forward for the balance amount will maintain that amount in his advance credit.
Now, coming to your case, if the person is claiming an advance of Rs. 1000 against an expense report of Rs. 900, when you record the expense report reimbursement, you can opt to carry forward the balance advance amount. This will apply the partial advance Rs. 900 to the existing claim and an advance credit of Rs. 100 will be created for the user.
I hope this clarifies. Please feel free to write to support[@]zohoexpense[dot]com if you have any questions.
Regards,
Zoho Expense Team