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Process or send back an advance request
Process or send back an advance request

How do I process/issue an advance request? How do I send back an advance request? How do I add another approver to an advance request?

M
Written by Meeha Tewari
Updated over a week ago

After an advance request is approved by the respective approver, as an admin or finance user, you can process the approved advance request and issue the advance amount to the employee. Alternatively, you can send the advance request back or add additional approvers to it.

Steps to process an approved advance request

  1. From the left panel, go to the Advances page. You can see all approved advance requests under the Approved tab.

  2. Click on the advance request you want to process to open it. Click on Process Request to start processing the advance request.

  3. Select the payment mode and click on Issue Advance to successfully issue the advance. The issued advance amount will immediately reflect in the advance balance in the employee's dashboard.

Steps to send back an approved advance request

In case you wish to send back an approved advance request for further clarification, you can do so with the following steps:

  1. Open the menu using the 3 dots. Click on Send Back.

  2. In the confirmation message, enter the reason for sending back the advance request. Confirm the action by clicking on Send Back.

Steps to add another approver to an approved advance request

In case you wish to add another approver to an approved advance request for further approval, you can do so with the following steps:

  1. Open the menu using the 3 dots. Click on Add Approver.

  2. In the confirmation message, choose the additional approver and enter the reason for adding this approver. Confirm the action by clicking on Add Approver.

  3. This will successfully add the additional approver to the advance request. The advance request will move back to Pending state, and will proceed to Approved state only once the additional approver has approved the advance request.


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