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Workcube Account Statement for employees in your organization to view account statements of their monthly salaries, pay slips, advance and installment advance applications.

Attention:This function of Workcube can only be used by employees you have authorized.

Account Statement

To view the account statement, first The path to be followed is Intranet > My Portal > Dashboard > Click on the details area under the account area.

The purpose of this page is to view employees' account statements of their monthly salaries, pay slips, advance and installment advance applications. is used.

1. Transaction Type: The transaction type defined in the system is selected.

2. Document Number: The document number field appears automatically.

3. Explanation: This refers to the field where an explanation about the wage memo will be written, if any.

4. Transaction Date: The transaction date field appears automatically.

5. Transactionist: The person performing the transaction comes automatically.

6. Employee Account: The employee account field appears automatically.

7. Cost Center: Cost center is selected.

8. Expense Item: This is the field where the expense item is selected.

9. Amount: The employee's salary calculated in the payroll is automatically displayed.

Attention: When you want to create a wage receipt after the current account field payroll is created, the employees whose payroll is created are automatically transferred to that field.

The steps to be taken to create an account statement are as follows;

1. The payroll of the branch in the relevant month must be created.

2. Click on the money icon on the tally screen.

3. Fields with the '' * '' icon next to them must be selected and filled in.

4. Cost center and expense items must be selected.

5. After selecting the relevant fields, when we click save, the relevant fee receipts appear on a monthly basis in the account statement field in people's self-service transactions.

10. Start Date: Selection of the start date and year.

11. End Date: Selection of the end date and year.

12. Display: It refers to displaying the payroll outputs for the selected years and months.

Attention 2: To view the payrolls, the payrolls must be locked.

Attention 3: In the payroll output Employees can object to the payroll.

Attention 4: To view the payroll output, the display icon opposite the selected dates must be clicked.

Advance and installment advance requests Application can be made via the ''+'' icon. Note: For detailed information about advance request, you can review the wiki titled "Advance Request".

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About Workcube Objects

Account Statement

It is used to view the money inflows and outflows of the employee's account, such as salary payments, advance requests, and expenses, through the account statement in self-service transactions.

Type: WBO Version: Catalsyt v20 Licence: Standard Author: Workcube Core