Loans and advances

Avoid the classic scenario of a loan agreed on in the hallway and forgotten in payroll. Every loan has an amount, installments and a balance that moves on its own.

The month's installment becomes a deduction on payroll, with the same traceable origin. The outstanding balance only drops when payroll is processed — not when the agreement was made.

An employee who leaves with an open balance needs a settlement in the termination. The screen shows the balance precisely so this conversation doesn't happen from memory.

When the same person asks for an advance every month, the problem is rarely the month: it's the relationship between their pay and their cost of living. It's worth treating it as a compensation conversation, not as credit.

When you save a view with the Views button, it stores four things: the search text, the applied filters, which columns appear (and in what order) and which column the list is sorted by. Applying the view restores everything at once — including resetting the sort and the page you were on, so the result is exactly what the view describes. Views saved before this version remain valid: whatever they didn't store simply doesn't change when applied.

Nas fichas, sair de um campo já dispara a conferência do que dá para conferir na hora: campo obrigatório deixado em branco e e-mail mal formado. O aviso aparece embaixo do campo e desaparece quando você começa a corrigir. Campo numérico não precisa de aviso: ele simplesmente não aceita letra enquanto você digita. Isso é conforto, não a validação final: ao salvar, o sistema confere tudo de novo do lado do servidor.

A loan isn't an expense: it's a cash advance. What affects the cost is the compensation; the loan moves cash and comes back through the deduction.

Open the record and look at the Timeline on the right: it shows each change as "from one value to another", with the person and the date. When there are many changes, use the two filters at the top of the timeline — one by field, the other by person. The search runs in the database, so old changes show up just the same. You can also ask Tenkai: "who changed contract 482?".