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Tasks - Logistics (Export batch of advances)

Tasks - Logistics (Export batch of advances)

1 - Introduction

In the registration of stretches there is the option of advance. At the time of creating a logistic need, when it is identified that the path has a stretch of this type, the need will be created by linking to the value of the advance and will be incorporated to the participant or trained so that there is the possibility that this information is exported later . The screen was created to allow the export of these events in a batch of advances, similar to the export to payroll, where the employee can select an export configuration (transformation registered in the configuration) and a period where any of these events that intersect with the chosen period will be exported in this batch if you have a defined bank account and there is an advance value to be exported.

 


2 - Access permissions

To have access to this functionality, the "Export batch of advances" permission must be granted to the profiles responsible for controlling the registration.

To grant such permission, read the article: https://sapiensia.atlassian.net/wiki/spaces/SIA/pages/619020446

 


3 - Access

3.1 Access the Export screen at: TASKS > LOGISTICS > EXPORT BATCH OF ADVANCES.

 

3.2 Click on the “Add” icon and the following window will appear:

 

3.3 Choose the configuration, according to the templates generated when purchasing DRAKE, the start and end date of the period to be exported. Click on "Execute" and the file will be available from the date of "Export batch of advances" for download whenever necessary.


Note: It is also possible to configure an API to export this data directly to the customer's financial system, for more information consult our support or your DRAKE project manager.

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