How can the retirement be created in ERPnext?

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Mac Deus

Sep 29, 2014, 3:58:11 PM9/29/14
Dar Rushab,
I have ben thinking, after employee takes money via expense claim form which we have now customized to have imprest or claim, I am failing to use the system to accommodate retirement when somebody has taken as imprest and want to do retirement for the expenses he/she reqested for, I wish if there could be a link that extracts items that was taken and what someone has retired so see if he/she gets +ve (need to reimburse the company excess money and -ve need to be reimbursed as he spent more than what was requested in the imprest.
Have you though of this as now I am enjoying using ERPnext indeed but I want to be more conversant and proud. Please if this is possible so that we can run along with ERPnext.  

Umair Sayyed

Sep 30, 2014, 7:34:20 AM9/30/14
to ERPNext User's Forum

User will make Expense Claim (Type = Claim) when retire. You can insert custom link field where user can select Expense Claim he/she made for requesting Imprest.

On the submission of retirement Expense Claim, Journal Voucher will be posted. After accounting entry is posted, employee's account balance will reflect payable or receivable towards that employee.

As explained in the help document, Expense Claim form shall be used mainly for the approval of Claim and Imprest request made by Employee. You should check Employee's account balance to know payable/receivable towards that Employee.

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Thanks and Regards,
Umair Sayyed

Mac Deus

Oct 1, 2014, 1:08:13 AM10/1/14
Thanks Rushab,
I will work on your comments and see how it works
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