Offset a guide's debt against earnings without cash.
Before you start
- Sign in as
- Finance with permission to create payouts, in an organization that uses Trailhead guides
- Starting state
- A guide with a funded advance and an open Trailhead guide earnings bill
Run the scenario
- 1AccountingSettleWise · Treasury → Payouts → Bills
Click the pay action on the earnings bill, set cash to 0 and the debt offset to the advance, click Review settlement, then Settle earnings.
Expected evidence
The guide's debt drops by the offset, the earnings bill shows PARTIAL or PAID, and no register moves.
Scenario completed
Guide settlement
- Guide debt
- Owes the advance→Lower by the offset
- Earnings bill
- Open→Partial or paid
If it does not match
- If the settlement opens with no eligible debt, the guide's advances were already recovered or voided.