Leave Encashment
How to use Leave Encashment in Leave: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain leave types, allocations, holiday information and approvers. Employees submit leave applications for the relevant dates; approvers review availability and policy before deciding. A saved request is not the same as an approved absence.
This page is a record page in Human Resources → Leave. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Employee, Company, Leave Period, Leave Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Leave Encashment from Human Resources → Leave, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Leave Periodleave_period | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Period |
Leave Typeleave_type | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Type |
Leave Allocationleave_allocation | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Allocation |
Leave Balanceleave_balance | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Actual Encashable Daysactual_encashable_days | Float Optional · Read-only | Number of leaves eligible for encashment based on leave type settings |
Encashment Daysencashment_days | Float Optional | Enter a numeric value using the required unit and precision. |
Encashment Amountencashment_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Pay via Payment Entrypay_via_payment_entry | Check Optional | Process leave encashment via a separate Payment Entry instead of Salary Slip |
Expense Accountexpense_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Payable Accountpayable_account | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Account |
Posting Dateposting_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Currencycurrency | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Paid Amountpaid_amount | Currency Optional · Read-only | Amount paid against this encashment |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Encashment Dateencashment_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Additional Salaryadditional_salary | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Additional Salary |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Leave Encashment |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.