Overview

Enter the details of the advance holder.

General

View or modify the employee, identification, advance holder, department and document identification details for the employee selected on the Overviewtab.

Dimension

View or modify the default dimensions for the advance holder.

Transactions

Open the Adv. holder transactionsform to view the transactions for the advance holder.

Balance

Open the Balanceform to view the balances for the advance holder.

Functions

Select from the following options:

• Open transaction editing

• Closed transaction editing

Settlements

Open the Transaction settlementsform to view the transactions for settlement for the advance holder.

Advance holder

Select this check box if the employee is an advance holder.

Employee

The employee code of the advance holder.

Name

View or modify the name of the advance holder.

Search name

View or modify the text that is used as a quick reference to search the name of the advance holder.

Group

Select the advance holder group code.

Address book ID

The address book identifier.

Address book type

The type of address book entry.

Job title

The job title of the advance holder.

Document code

Select the document code.

Series

Enter the series of the document identifying the account holder.

Number

Enter the identity card details of the advance holder.

Issue date

Enter the date the passport was issued.

Issued by

Enter the details of who issued the document.

Department

Select the default value for the advance holder for this dimension.

Cost center

Select the default value for the advance holder for this dimension.

Purpose

Select the default value for the advance holder for this dimension.