Advance processing rules

The goal of this feature is to automatically adjust advance amounts upon importing based on preset rules.

To access this screen: Rate & Pay-> Set Up Options-> Advance processing rules

Field	Description
Sequence	This field displays the order these rules will be implemented on imported advances.
Advance type	This field displays the advance type that will be adjusted.
Condition	This field will display a check mark if a condition is needed for the rule.
Quantity	This field will display the quantity from the rule is set.
Apply	This field will display how the advance processing rule is set to apply.
Rate	This field will display the rate.
To deduct	This field will be checked if this amount is to be deducted.
To export	This field will be checked if this amount is to be exported to your accounting software.
Description	This field will display the rule's description.

Rule Set Up

Field	Description
Advance type	Select the advance type.
Condition	Select which conditions should be used to decide if this rule will apply or not.
Quantity	Select the quantity type that should be user. Default, Fixed, or Percentage.
Apply	Select how this rule should apply. 'Adjust existing line' to adjust the line that is already there. 'Add new line' to added a new advance line.
Rate	If set as 'Default' or 'Fixed' add a rate amount to adjust by.
Description	Add a description for this rule.
Deduct	Check this box if this rule's edit should be deducted from their settlement.
Export	Check this box if this rule's edit should be exported to your accounting software.