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Approve, edit or send back your team's advance requests
Approve, edit or send back your team's advance requests

How do I approve, send back or reject an advance request? How do I add another approver to an advance request?

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Written by Meeha Tewari
Updated over a week ago

As an approver, you can view and approve all advance requests submitted by your team. After your approval, the admin or finance user from your organization will issue the approved advance amounts to the respective employees from your team.

View your team's advance requests

From the left panel, go to the Advances page under Teams. On this page, you can see all the advance requests submitted by your team.

Approve, send back, reject or edit an advance request

  1. In the My Queue section, you can see all the advance requests submitted by your team that are awaiting your approval.

  2. Open any advance request to see its details.

    1. If everything looks in order and you want to approve the advance request, click on Approve. This will successfully approve the advance request.

    2. If you want to send back the advance request for further clarification, open the menu using the 3 dots and click on Send Back. Enter the reason for sending back the advance request and click on Send Back to confirm the action. This will successfully send the advance request back to the employee from your team.

    3. If you want to reject the advance request, open the menu using the 3 dots and click on Reject. Enter the reason for rejecting the advance request and click on Reject to successfully reject the advance request.

    4. If you want to modify some details of the advance request without sending it back to the employee, you can edit the advance request. Open the menu using the 3 dots and click on Edit. Modify the details as required and click on Save Request to save the changes.

Add another approver to an advance request

If you are unsure about an advance request submitted by an employee from your team and want an additional approver to look into the advance request, you can add an additional approver to the advance request. If you do so, the advance request will be marked as Approved only once it is approved by you and the additional approver(s).

  1. Open the advance request on which you want to add another approver. Open the menu using the 3 dots and click on Add Approver.

  2. Select the approver you want to add, and the reason for adding them. Click on Add Approver to successfully add the approve to the advance request.

  3. If required, you can repeat these steps and add multiple approvers to the same advance request.


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