1. Navigate to Advance/Loan Section

  • Click the Rupee (₹) icon in the left-hand menu.

  • Under Payroll, select Advance/Loan.

  • You’ll see a list of all past advances or loans taken by employees.

2. Add a New Advance/Loan

  • Click the green + New Advance/Loan button.

3. Enter Advance Details

  1. Employee: Choose the employee's name from the dropdown.

  2. Advance Amount: Enter the total amount of the advance/loan.

  3. Paid Date: Specify the date when the advance was given.

  4. Deduction Schedule:

    • Select the Pay Period from which deductions should begin.

    • Enter the monthly deduction amount (auto-deducted each payroll run thereafter).

4. Save & Confirm

  • Click Save to record the advance/loan.

  • The system will now automatically deduct the specified amount each pay period until the advance is fully recovered.


For more details, refer to:
SumoPayroll Advance/Loan Guide