TrailheadGuide Accounts & PaymentsApproval & settlement
GP-04Guide accountNo assistant eval · Coverage unknown

Approve and Settle Guide Earnings

Finance settles an open Guide Earnings Bill by choosing how much becomes cash liquidity for the guide and how much offsets eligible guide debt. Reimbursements remain in their separate approval and payment flow.

Track

Approval & settlement

Phase

Guide account

Starts with

Finance is preparing a full or partial settlement of an open Guide Earnings Bill.

Ends with

Cash paid, debt recovered, unpaid earnings, and remaining guide debt are separately explainable

Use a sample guide account to follow the financial event without exposing private or internal identifiers.

Before you start

Account
A sample guide account in the current season
Evidence
A safe sample movement, receipt, expense, reimbursement, or settlement case

Run the scenario

  1. 1GuideProfile > Account

    Review the summary and open Account movements.

    Expected evidence

    Movement type, amount, currency, date, and note explain the displayed position.

  2. 2AccountsGuide account review

    Choose the cash amount and debt offset, review the remaining earnings and debt, and confirm the settlement

    Expected evidence

    Cash paid, debt recovered, unpaid earnings, and remaining guide debt are separately explainable

  3. 3AccountsGuide account review

    Confirm the resulting status and movement history.

    Expected evidence

    No history was deleted and no unsupported duplicate or offset was added.

Scenario completed

Cash paid, debt recovered, unpaid earnings, and remaining guide debt are separately explainable

Account matter
Unrecorded or pending review→Cash paid, debt recovered, unpaid earnings, and remaining guide debt are separately explainable

If it does not match

  • The amount, currency, date, purpose, or source evidence is missing.
  • An open reimbursement, advance, or unfamiliar movement needs Operations review before closure.