Hello everyone,
I am trying to connect advance payments to my expense sheets but it is not available to the connection.
Our process :
- The employee creates a travel request
- The employee requests an advance payment in the tab “Payments”
- The supervisor approves the travel request
- The finance authorize the advance payment and pays the employee
- The employee convert the travel request into an expense sheet
- Here, the travel request is already connected to the expense sheet
My issue is when the amount of the expense sheet is greater than the expense sheet amount.
Let’s take the example of an advance payment of 1500 CAD and the expense sheet is only 1200 CAD. The employee has 2 choices :
- Reimburse the company using a specific expense code
- Use the payment for another expense => I am stuck with this second option
I don’t have any payments availables to connect to the expense sheet.
Below you can that i created lots of payments for that employee
Also, when i run a GL voucher rows analysis with the employee accounts payable/employee name, i can see that there is a 2300 CAD that still need to be reimbursed…
Any help would be appreciated :).
Thanks,
Tarek
