An advance against future work. The owner is usually whoever will deliver against it.
What you would route on
Any field on the module can be used, including ones you have added yourself. These are the ones businesses reach for:
| Field | Why you would route on it |
|---|---|
| Customer | Keep a customer’s paperwork with their account manager. |
| Total | Large documents to somebody senior. |
| Branch | If you run more than one place of business. |
| Place of supply | Interstate vs within the state. |
A worked example
An agency routes retainers to the account director for that client, so the person spending the advance is the person who raised it.
Caps and overflow
| Setting | Worth it here? |
|---|---|
| A cap per person | Rarely. |
| An overflow owner | Rarely. |
Nothing stops you setting either — they are offered on every module. It is simply that a daily limit answers a question this module rarely asks.
Where to go next
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.