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

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• To generate a unique code where we can set the configurations for reports.

  we shall see adding new Report settings to generate a unique code for every report that is being generated by the employees. Path : Admin >>Expenses >> Reports >> Add New

• 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.

• 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.

• 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 add trip settings.

  In this section, we shall see adding new Trip settings to generate a unique code for every trip request that is being raised by the employees. Path : Admin >> Expenses >> Trips >> Add New