HR managers and accountants handling employee advances
How to Track Salary Advances in WatheeqaHR
Go to an employee's profile or the Advances section, record the advance amount and date, and WatheeqaHR automatically deducts it from their next approved salary period. Set a monthly deduction amount instead of the full balance to spread repayment over several periods. If a salary approval is reopened, the advance settlement reverses automatically.
Steps
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Open Advances
From the employee profile or the Advances section, select Record Advance.
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Enter the amount and date
Record how much was advanced and when — this becomes a pending balance against the employee.
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Choose full or installment repayment
Leave the monthly deduction at the full advance amount to settle it in one salary period, or set a smaller monthly deduction to spread repayment over several periods until the balance reaches zero.
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Advance settles on salary approval
When you approve a salary period for that employee, that period's installment (or the full remaining balance, whichever is smaller) is automatically deducted from net pay.
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Reopening reverses the settlement
If you reopen an approved salary period, that period's deduction is reversed and the balance becomes pending again.
Frequently asked questions
Can I record a partial advance repayment?
Can I spread one advance over several salary periods instead of deducting it all at once?
What happens if an employee leaves with an unsettled advance?
Still need help?
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