Employee Advance
| Lines of Code | 1781 |
| Technical name | to_hr_employee_advance |
| License | OPL-1 |
| Website | https://viindoo.com/intro/employee-advance |
| Read description for | v 10.0 v 11.0 v 12.0 v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Invoicing (account) Employees (hr) |
| Included Dependencies | Viindoo Base Viin HR Base HR Accounting Accounting Customization |
| Extensions | Expense - Employee Advance |
Demo video: Employee Advance
What it does
Employee Advance is a module that allows you to manage employee advances and basic payment processes:
- Employee can create requests for advance payment;
- The Employee Manager and the Module Manager can approve/reject the request;
- Accounting Department can then carry out payments according to the approved advance requests;
- The Employee Advances will be reconciled with the expenses from their Employee advance Journal;
- At the end of a period, accountants can reconcile all those transactions.
Key Features
- Manage advance payment process: Draft > Waiting Approved > Approved > Done > Reconciled
- Employee can request one or multiple requests
- Allow Employee Advance Double Validation if the advance amount is greater than the specific value
- Integrated with the Expense module and Accounting module
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_hr_employee_advance.
- Press Install.
Instruction
Instruction video: Employee Advance
1. Create Advance request
- To create an Advance Request, you access Employee Advance ‣ Create.
- Then, click Confirm to submit the advance request.
2. Advance request approval
- The person in charge of approving the advance request will check the information and can choose Approve, Refuse or Set to Draft with the advance request.
3. Advance payment
After the Advance Request is approved, the Accounting department will select Pay and proceed to pay the advance to the applicant.
4. Reconcile employee advance
- Advance reconciliation is the reconciliation between the advance payments with the actual expenditures of employees.
- Go to Employee Advance ‣ Accounting ‣ Employee Advance Reconcile ‣ Create.
5. Employee Advance Reports
You can view the advance analysis report by different criteria for management purposes. For example, analyzing the advance status of employees by departments in a certain period of time, fluctuations in advance needs of departments or employees over time, etc.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.