Advance setup

Advance setup

Menu Path : Setup > EazeHR > Expense Setup > Advance Setup Tab
Accessible to : Application Administration

Advance setup activities are detailed in this article.


1. Reasons for advance can be updated in this table. If a reason has been used in a request it cannot be deleted.


2. You can select the roles which can initiate an advance request

3. There can be multiple levels of approvers and you can add these in the approver table. You can change the approvers at any point of time. These changes will be implemented on new requests, existing requests will not be changed


Recover outstanding advance in payroll - If payroll is activated then advance can be recovered in payroll, you can define the time-limit and any advance beyond this time-limit will be automatically be recovered in the next payroll. Advance recovered through this process will be shown as "Non Payroll Advances" in payslip

Remarks compulsory - if this parameter is activated then remarks are compulsory while submitting an advance request

Automatically adjust outstanding advances - if any advances are pending with the employee and he is submitting an expense claim then these advances will be automatically mapped when he submits the expense voucher

To manage visibility of advance requests on mobile and browser refer to the article on Managing visibility of records.



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