A record of one reduction of an employee advance, written automatically by Settle Against Claim (type AgainstClaim) or Recover Advance (type CashReturn) with the amount, date and journal. It is not in any app menu. Creating, editing or deleting one by hand changes no balance or journal.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
ExpenseAdvanceId | Expense Advance | Lookup → ExpenseAdvance | | The advance that was reduced. |
ExpenseClaimId | Expense Claim | Lookup → ExpenseClaim | | The claim the advance was settled against. Empty for cash returns. |
Id | Id | Guid | Yes | |
JournalId | Journal | Lookup → Journal | | The journal posted for this settlement or recovery. |
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 | | The amount by which the advance's outstanding balance was reduced. |
SettlementDate | Settlement Date | Date | | The claim's date for a settlement against a claim; the day of the recovery for a cash return. |
SettlementType | Settlement Type | Text | | AgainstClaim for a settlement against an expense claim, CashReturn for a cash recovery. No other value is written. |
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. |
