This documentation will guide you through the post advance process.
To carry out this user guide, you must have the fields configured
Advance account y
Cash account in
Captio Connect setup (Post advances setup)
Once the corresponding accounts have been setup to post advances, the process to be followed is detailed.
There are two ways to post advances.
Post from advances: Advance are posted from
Advances > Actions > Post advances. This way, the advances is posted in Business Central.
Post from post expenses: When the expenses of a report are to be posted(
Reports > Actions > Post expenses), if the report has related advances and they are not posted, before the expenses are posted, the advances will be posted.
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