Employee advance settlement

Employees can easily create and manage settlements by starting a new case and filling out a user-friendly form. They can input documents, dates, and amounts, including a dedicated column for company card payments that don’t require advance repayment. The form also includes sections for recording company car mileage and related expenses.

Employees can save their settlement cases and update them with new expenses as they occur. The History tab tracks all changes, such as field updates, added items, or document modifications. Once the settlement for the month is finalized, it can be submitted to a supervisor or another designated approver.

AMODIT adapts to your company’s specific needs, offering two ways to settle advances. Employees can either scan and attach documents directly to the settlement as a file or submit paper invoices to the office while handling approval in the system.

Documents can be signed both during submission and approval, ensuring full control over changes made to the document (or parts of it). After a document is edited, the system invalidates the previous signature and request a new one.

Signatures can be placed directly on the form, enabling separation of substantive approvals from accounting approval. This ensures that the right individuals sign off on the appropriate sections of the advance settlement.

If a paper document is required for accounting, simply print the form with all current signatures—no extra configuration needed.

The printout automatically includes the modification date and a checksum, ensuring the documents accuracy. You can also add a barcode or 2D code (e.g., QR or Aztec) containing relevant information.

AMODIT provides flexibility with ready-made advance settlement templates that can be customized to your needs, or you can design a new process from scratch. Define the stages and transitions as needed, without worrying about covering every possible scenario upfront.