Advance setup
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
4. 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
5. If you select the option to "Automatically adjust outstanding advances" then 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
6. Visibility of Advance requests on mobile app - through this parameter you
can control which roles can see the advance requests on the mobile app
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