Deposits

Overview

The Deposits in fleet master allows users to efficiently manage and track financial information related to fleets or employees, including contract details, installment payments, and financial breakdowns. This page ensures that all the financial aspects are accurately recorded and available for further processing.

• Contract Overview: Provides details about the fleet's contract, including contract type, referral, and joining date.
• Financial Summary: Displays the total amount, installment plan, and a breakdown of the payable amount.
• Payment Breakdown: Includes information about each installment, such as the amount and status (e.g., unpaid).

This interface provides comprehensive tools for monitoring financial obligations and ensuring timely payments.

Key Features

• Financial Summary: View the total payable amount, installment plan, and details of the contract's financial.
• Installment Tracking: Keep track of each installment's status (paid or unpaid) and the overall payment breakdown.
• Payment Actions: Includes key actions like Hold, Reject, Send to Approval, and Add Advance Amount.

Action Buttons

This interface provides the following key actions to manage the fleet or employee's financial details:

• Hold: Pause the deposit process to resolve any outstanding issues or clarifications.
• Reject: Reject the deposit if there are discrepancies or issues with the payment details.
• Send to Approval: Move the employee to the next step in the process for approval by the relevant authority.
• Add Advance Amount: Add an advance payment if required before finalizing the deposit.

Best Practices

• Regularly monitor the installment payments to ensure timely payments and prevent delays.
• Ensure all financial information is up-to-date and accurately reflects the fleet's financial obligations.