ADVANCE MANAGEMENT





To enter Advance and return payment details, select Advance Details in Transactions menu.


Advance management


In the screen that opens, Click New.


Advance management


In the Advance Details screen that opens, Select the account name inPetty Cash Account. Select Receiver name,Date and enter Amount and Remarks if required.

Click Save.


Advance management


Click on the Return Payment Icon in the action column to enter the advance return payment details.


Advance management


In the Advance Return Details screen that opens, Select theDate, enter Amount and Remarks if any. Click Save.


Advance management


Select data in filters available in Advance Outstanding Search Filters to get specific data as per requirement. You can search the advance details based onPetty Cash Account, Receiver, Advance Received Date and Amount. Enter any keyword in Anywhere to filter data.

Click List.


Advance management


To Export the data in either PDF or Excel format, Click on Export button.


Advance management


Select the Print Type and Click on Export .


Advance management


PDF Format


Advance management


Excel Format


Advance management