Advance request submission and review

Advance request submission and review

Menu Path : Advance & Expense > Home > Advances tab
Accessible to: Employee or authorized roles as per setup

Viewing Advance Records

You can check the status of your requests on this tab. By default you can see requests from current and past two months. You can change the dates and view requests for 6 months at a time. Access to other employee's requests can be configured in setup for key roles. 


Actions possible on requests
  1. Edit - a request saved as draft can be edited and worked upon
  2. Delete – drafts can be deleted
  3. View - view details of advance request

Creating an Advance Request

Quick Access : Advance & Expense > Advance Request

Employees can request an advance for any official purpose, Managers / Department / Division Heads can request advances for their reportees (if enabled in setup). The request will go for approval as per company policy.


Reason can be selected in drop-down, if appropriate reason is not available please get in touch with your Administrator.

After the advance has been paid you can adjust it by claiming an Expense claim, refer to the write-up on Expense claim submission for more details.

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