Intro – Advance Request #

Many organizations offer employee advances to cover work-related expenses such as travel, accommodation, and other necessary business costs. acci.cloud facilitates this process through a two-step workflow: submitting an advance request and disbursing payments for approved requests. Consequently, employees must first prepare and have their advance requests approved before receiving the advance payment.

• Advance Request is a non-posting transaction.
• If advance approval process is off, all created requests will be auto approved upon saving.
• You can refer to an existing Advance Request when creating an Expense Claim.
• The repayment of an advance amount can be recorded in the Reimbursement.

Create a New Advance Request #

• Go to Employee on the left sidebar, and select Advance Request
• Click Add New button in the top right corner.
• On the Add New advance page, fill in the following fields
  • Advance number is an auto generated number.
  • Date: default is today.
  • Employee: Select the employee making the advance request. Defaults to the logged-in user.
  • Title: Enter a concise description or title for the advance request. This title is visible in approval lists, including the authorizer’s “For Your Approval” queue, enabling them to quickly grasp the request’s purpose.
  • Description: Enter the details of the advance, up to 300 characters.
  • Amount: Enter amount required.

• Click Save or Save & Submit