Setting up the system for driver advances involves defining Advance Setup variables for the user, the branch, and the driver. Outlined below is a summary of the setup necessary along with the options involved to define how the Advances system will work:
• Update Security Profile for users to access the Advance Processing and Advance Management modules
• Modify the User Roles for administrators to view and update Advance system settings
• Update drivers’ Personnel records to allow them to receive advances
• Define General Ledger accounts for Advance accounting transactions
• Setup the system with the option to generate an upload file to be sent to a banking service provider
Additionally, the topic of Placing Holds on Advances details the placement of a hold on an advance and describes the administrative settings needed.
Security Access to Driver Advances
Functionality
Administrative Access to Driver
Advances Setup
Setting Up Drivers to Receive Advances