How to approve employee expense advance request.
Path : FM Role >> Travel & Expense >> Advances >> View Details >> Send Advance.
Once the employee expense advance request is approved by the respective HR, it will be further processed by FM for bank transfer.
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Where we can set the advance limit.
Path : Admin >>Expenses >> Advances >> Add New Using this path, a limit will be added for the Advance amount for which the employee is raising a request.
To generate a unique code where we can set the configurations for advance.
Advance is an amount for which the employee can raise a request and issued by the Organization. Path : Admin >>Expenses >> Advances >> Add New
How to raise a request for advance amount.
Path : User Login >> Travel & Expenses >> Advances >> +Apply >> Date >> Policy >> Submit >> Amount >> Availed Policy (If you want to change the policy, click on Actions). This form is to be used to request a travel-related cash advance
How to raise a food expense request.
Employees submit expense claims to claim back costs they have personally paid for concerning their work on behalf of their employer. Claims might be fuel, food, and other travel expenses like flights or taxi fares. Path : User Login >> Travel & ...
How to process request raised by employee for the expenses.
Case 1: If Advances are included in the Expenses If advances are included in the expenses, after deducting from the expense, the remaining amount will be reimbursed to the employee Path : User Login >> Travel & Expenses >> Reports >> ...