One settlement event on an ExpenseAdvance, written automatically by the advance actions rather than entered by hand: SettleAgainstClaim writes a row with settlementType AgainstClaim (linking the ExpenseClaim), RecoverAdvance writes CashReturn; PayrollRecovery exists in the vocabulary. Each row carries the settled amount, date and the posting journal (journalId), forming the audit trail of how an advance was cleared.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExpenseAdvanceId | Expense Advance | Lookup → ExpenseAdvance | | |
ExpenseClaimId | Expense Claim | Lookup → ExpenseClaim | | |
Id | Id | Guid | Yes | |
JournalId | Journal | Lookup → Journal | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
SettledAmount | Settled Amount | Currency | | |
SettlementDate | Settlement Date | Date | | |
SettlementType | Settlement Type | Text | | How the advance balance was cleared: AgainstClaim (applied to a posted claim's payable), CashReturn (employee returned cash to bank), or PayrollRecovery. Rows are written by the settle/recover actions, not entered by hand. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete this ExpenseAdvanceSettlement. |
DeleteRecord | Delete | Delete | Delete |
Edit | Edit | Edit | Edit this ExpenseAdvanceSettlement. |
EditInLine | Edit | EditInline | Edit |
EditRecord | Edit | Edit | Edit |
New | New | New | Create a ExpenseAdvanceSettlement. |
NewInLine | New | NewInline | NewInLine |
View | View | View | View this ExpenseAdvanceSettlement. |
