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
