What privileges do we have to set the approval flow to advance.

We can set the approval flow according  to functional units , limits, and employees wise.

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• 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.

• 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 we can set category limits in a policy.

  Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)

• How we can set general limits in a policy.

  Path : Admin >>Expenses >> Policies >> Add New >> Category Limits (2nd stage of policy creation)