HR/Payroll: Advances/loans + deductions (links to cashbook) #14

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opened 2026-02-09 17:29:17 +05:30 by androidlover5842 · 0 comments

Goal

  • When staff take cash advances, it should reduce cash on hand and reflect in salary deductions.

Work

  • Create an advance/loan for an employee:
    • amount, date, reason, repayment plan (optional)
  • Auto-create linked cashbook OUT entry when paid in cash.
  • During payroll:
    • pick outstanding advances to deduct
    • partial deduction supported
  • Reports:
    • outstanding advances by employee
    • repayment history

Acceptance

  • No more "missing cash": every advance is recorded and reconciles via payroll.
Goal - When staff take cash advances, it should reduce cash on hand and reflect in salary deductions. Work - Create an advance/loan for an employee: - amount, date, reason, repayment plan (optional) - Auto-create linked cashbook OUT entry when paid in cash. - During payroll: - pick outstanding advances to deduct - partial deduction supported - Reports: - outstanding advances by employee - repayment history Acceptance - No more "missing cash": every advance is recorded and reconciles via payroll.
androidlover5842 added the featureroom-db-synccompliancesecurityfinancehr-payroll labels 2026-02-09 17:29:17 +05:30
androidlover5842 added this to the TrisolarisPMS Roadmap project 2026-02-09 17:30:02 +05:30
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