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.

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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.

• 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 update advance settings.

  Path : Admin >>Expenses >> Advances >> Actions >> Configure Using this path we can update advance settings.

• What is the meaning of different statuses present in Advance table.

  Advances Statuses: Status Description Pending Submitted advances that are in approval process Payment in Progress Advances approved by approval chain and in FM process. Rejected Advances that are rejected by approval chain Cancelled Advances that are ...