We pay our delivery people a fixed rate per kilometer for the whole day. In the morning they enter starting reading from their odometer along with a picture of the reading. In the evening after completing their deliveries for the day they again enter the reading along with picture as evidence. System should automatically calculate the amount payable for the day in ERP.
When we account expense claims, we want the amount to be credited to petty cash account. Now it is credited to individual accounts for every claimer. How can we change it?
We have arranged customers in different groups and set credit time limit in terms of days for each group. We have also set credit limit on amount for each customer. We have set locking of invoice on exceeding any of the two limits. Sometimes when customer fails to make payment but specially requests to allow some invoices, we have to go and change his group. This is not a problem as it is quite easy. Our problem arises because often, after raising that exceptional invoice, we forget to move the customer to original group. With the result we leave the customer with the changed credit terms. Is there a way that system will automatically move the customer back to the original group after invoice has been created?