Advance

Advance Taken

Advance taken.png

The advance taken page design will incorporate a user-friendly interface to facilitate the addition of advance expenses. A key feature will be the ability to link these expenses to specific expense titles, streamlining the categorization and tracking of funds.

this organized into four primary sections: Filter, My Applications, To Approve, and To Disburse. 

Filter Section

The Filter section offers a granular view of expense data, allowing users to analyze and summarize information based on various criteria.

Search Filters : Eight search filters are available to refine expense data, These filters enable users to identify specific expenses based on their attributes, such as status, payment type, or currency.

Advance Table: The Expense Table provides a detailed view of individual expenses, including few columns. 

My Applications Section

This section allows users to view and manage expenses they have personally created.

To Approve Section

This section lists expenses that are ready to be Approve.

To Disburse Section

This section lists expenses that are ready to be disbursed.

Actors:
Step 1: Invoice Submission

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If user select I bank as Payment type, it will add new three(3) fields.

  1. Bank Name
  2. Recipient Name
  3. Bank Account Currency

If user select cash as Payment type, these three(3) fields are hide.

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 Step 2: Team Leader Approval

Leader Approve 2.png

Step 3: Manager Approval

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Step 4: Treasurer Approval 

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Step 5: Treasurer Manager Confirmation

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Step 6: Treasurer Disbursement

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After Doing the disbursement, Journal Entry recorded automatically.


Revision #4
Created 25 November 2024 06:05:29 by Odeesha Gamage
Updated 26 November 2024 04:14:17 by Odeesha Gamage