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Insert excerpt Card Panels - Details Card Panels - Details nopanel true - To share a Port Advance/DA, copy the URL and then share it with any users in your organization.
Note: To view the Port Advance/DA, users must be logged in.
Creating an
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APR
- On the Port Advance/DA form, click the PDA/APR tab.
- In the first open APR in Currency column, enter the actual amounts disbursed, in the local currency of the agent. The amounts in the Total field for the column and the Due to Agent field at the bottom right change, based on the amounts entered.
- Enter the Disbursement Invoice Number and the Disbursement Sent date.
- Above the APR in Currency column, change the APR Status to A - Actual and click
; an invoice is generated and appears in Financials.
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