Skip to content

Post advances

Warning

This page will no longer be updated as of 2021-01-01. (Here) you will find access to the new page. Contact your provider to update the solution in your Dynamics 365 Business Central system.

This documentation will guide you through the post advance process.

Requirements

To carry out this user guide, you must have the fields configured Advance account y Cash account in Captio Connect setup (Post advances setup)

Process

Once the corresponding accounts have been setup to post advances, the process to be followed is detailed.

Post advance

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.

RegistroAnticipo

Languages

This document is available in these languages: