How to link the entities to advance settings.

Choose “Add entities” or “Link Entity” under actions w.r.t the Advance created and choose the Organization and Entity from the drop-down displayed and click on Submit.

Path : Admin >>Expenses >> Advances >> Add Entity

• Related Articles

• How to link entities to a expense.

  Choose “Add entities” or “Link Entity” under actions w.r.t the Expense created and choose the Organization and Entity from the drop-down displayed and click on Submit. Path : Admin >>Expenses >> Expenses >> Add Entity

• How can we link the entities to a trip.

  Choose “Add entities” or “Link Entity” under actions w.r.to the Trip created. Path : Admin >> Expenses >> Trips >> Add Enitty

• How to update advance settings.

  Path : Admin >>Expenses >> Advances >> Actions >> Configure Using this path we can update advance settings.

• How to link entities to the category.

  Post creating a category, these must be linked to the Entities. Following steps have to be done to link an entity to a category. Choose “Add entities” or “Link Entity” under actions w.r.t the category created.

• How to delete advance settings.

  Path : Admin >>Expenses >> Advances >> Actions >> Deactivate Deletion cannot be possible. However we can deactivate the advance settings.