Cash Advances and Settlement Tracking
An advance stays open on the person’s record until bills are set against it. The balance is returned or carried, and it shows on that person’s screen until cleared.
Advances that stay visible
An advance given for a trip can drift out of view. Some bills come back and some do not. What is left is then neither returned nor written off. Here the advance stays open on the record until it is settled.
How an advance behaves
What accounts and the owner see
- Advances given, adjusted and still outstanding
- People holding money with no bills against it
- Advances open beyond the days you allow
- The site or job the money was meant for
- Outstanding advances brought across from your current sheet at set-up
Frequently asked questions
Does it stop people taking advances they never settle?
No. It makes the open balance visible to the person and to their manager each time either opens the screen. Recovery of the money is still a conversation.
Can one advance cover two trips?
Yes. It stays open, and bills from both trips are set against it until the balance is cleared or returned.
What about advances from before we started using this?
They are loaded at set-up. Each is checked against what your accounts assistant believes is owed.
Can the engineer see their own advance?
Yes. Claims, their status, the open advance and the date it was paid all show on the engineer’s own screen.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements