If employees require an advance for official purposes this process is to be used.
Approval workflow is customizable and integrated with Expense claim, Payroll
process and Separation process thus ensuring that all advances are tracked and
closed completely.
Advance Request Status
An Advance claim goes through a multi-stage process; it can have the following
statuses
- Submitted : Advance request has been submitted for approval
- Approved : Advance request has been approved by approver
- Rejected : Advance request has been rejected by approver
- Payment in process : Advance request has been partial paid by Accountant
- Paid : Advance request has been fully paid by the Accountant
- Settled : Advance request has been settled fully by adjusting the amount through
Expense vouchers, in Payroll or by paying in Full and Final
Refer to the following articles for more details -
1. Advance Setup
2. Advance request submission and approval
3. Advance payment and settlement
Related Articles
Advance settlement
To review the status of your advances 1. Go to Advance & Expense > Home and open the Advance Request Summary tab 2. On this tab you will see the status of your advance requests Employees can map the Advance vouchers in Paid status to any expense ...
Expense process overview
Expense Module is designed to allow Employees to submit work / business related expenses. For payroll / salary reimbursements refer to article on Claiming Salary Reimbursements. The approval workflow can be configured to include the Manager, ...
Report - Advance Payment Details
Reports > Expenses >Advance Payments Details If employee is taking an advance then status of advance payment can be seen from this report. The From Date / To Date range is linked to advance payment date. Status of advances 1. Paid : Advance has been ...
Expense claim submission
Menu Path : Advance & Expense > Home Accessible to: Employee or authorized roles as per setup You can check the status of your requests in the Expense Statement Summary tab on this page. Edit - a voucher saved as draft can be edited and worked upon ...