GEM-CAR FAQ

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General Ledger Advance

Select an asset account (e.g. 1055 - Advance to Employee) and set it to non-taxable.

  • Make a deposit or check
  • Make an entry in the ledger
    • In the reference, put the employee, the payroll number (optional),
    • Enter a tag: to track advances for the employee with a single GL code. Alternatively, create a GL of advances for the employee.
    • Enter the transaction
    • Save.

Advance to an employee through payroll

Before you begin, you must set up your GL code in advance for an employee. 

Go to the Configurations > Configurations menu.

Click on the Payroll tab:

Create an entry for the advance in Other types of income:

  • GL of assets (usually in the 1000s)
  • Not taxable.

Back in payroll, to make a $1000 advance to an employee, enter 1 as the number and $1000 as the amount.

To take back this advance, enter -1 in number and $1000 in amount.

Release of the advance transaction

Go to the menu Accounting > Report > Balance Sheet.

In the report window, click on Send.

The advance should be reflected in the balance sheet as an asset, as shown below: 

Posted  5 months  ago by  Olivier Brunel
#822 76 views Edited  5 months  ago

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