Expense Settlement

Expense Settlement helps businesses process and settle costs incurred during service management.

Work Order Cost Synchronization

• By configuring Work Order cost synchronization rules, the system automatically adds relevant service fees to Work Orders when creating new service records. For example, when adding a “Parts Consumption Details” entry, the system will simultaneously create a corresponding “Work Order Parts” expense record.

Automatic Settlement

Settlement Targets

• Employee Accounts: Designate specific employees as settlement recipients
• Roles: Use Roles as settlement targets. On the scheduled settlement date, the system dynamically generates settlement statements based on current Role members
• Service Providers: Designate specific partner companies as settlement recipients

Settlement Cycles

• Fixed Monthly Date: Select a recurring calendar date for monthly statement generation
• Fixed Intervals: Configure periodic generation (e.g., every 7 days from a start date), ideal for daily or weekly settlement scenarios

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Timeout-Based Settlement Completion

• After creating an expense settlement statement, users must manually update its “Settlement Status” to complete the process. This feature provides lightweight settlement completion options:
  • Manual Completion Only: Requires clicking “Complete Settlement” in the statement details page
  • Auto-Completion: Set a timeout period (in days). The system will automatically mark statements as “Settled” after N days

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Role-Based Settlement Permissions

• Assign employee accounts to the “Settlement Work Order” Role to grant “Complete Settlement” operation privileges

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