SARAS ennovations

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 ====== Expense Settlement ======

  * To access Expense Settlement, Go in Warehouse and select “Expense Settlement” or can click on the icon of Expense Settlement.
  * When clicking on the icon of Expense Settlement, the search screen is seen. In which the Settlement Id, Claim Date, Settlement By, Status, Item Name, Settlement Amount, Outstanding and other claim details is been seen. While Clicking on the Settlement id, the particular Claim can be seen.

{{ erp-manual:cloud:expense:settlesearchscreen.png?500 }}

{{ erp-manual:cloud:expense:settlefullscreen.png?500 }}

  * For entering the new record, click on create new Expense Settlement or can press n.
  * To open the header section, click on edit header or simply press h. In Edit Header, a user can add new or can edit details of the settlement.
  * Whenever the textbox are green in colour, it means that particular textbox is an autocomplete textbox.
  * Whenever + sign is there besides a textbox, It means new record for that autocomplete can be added by clicking on that + sign.
  * To Save Header, either click on Confirm or Press Ctrl + s. It will save the header section of the item.

{{ erp-manual:cloud:expense:settleheader.png?500 }}

  * To add Item click on Search and Add Items or press i. when Click n search and add items a popup is openend. In which any items is added and confirmed.
  * Click on Add to Add the item. Here, Item Id, Item Code, Item Name, Item Status, Quantity and Item details are seen.
  * After selecting the item, Confirm the item by clicking on confirm and press Ctrl + s.
  * Item Details are seen with its Name, Code and Id. For adding the quantity for the item, click on edit. To remove the item click on delete.

{{ erp-manual:cloud:expense:settlelineitems.png?500 }}

  * For saving the document either click on Save Changes or Press Ctrl + s.
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