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Request for an advance

How do I request for an advance? How I create a draft advance request? How do I request for an advance from the mobile app?

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Written by Meeha Tewari
Updated over a week ago

If you organization has enabled Advances for you, you can request for an advance using Fyle and use it for your expenses. For example, you might need an advance of $500 to make arrangements for an upcoming project.

Steps to request for an advance using the web app

  1. Go to Advances from the left panel and click on Request Advance.

  2. Fill in the required details on the Advance Request form. Once you have filled in all details, click on Submit Request. (In case you are not ready to submit the advance request yet, you can click on Save Draft instead to save your advance request as a draft, which you can submit later.)

  3. This will successfully submit your advance request to your approver for approval. Until approved, it will be visible under your Pending advance requests.

Steps to request for an advance using the mobile app

  1. Go to Advances from the left panel.

  2. Click on the add icon (+) on the top-right corner to create a new advance request.

  3. Fill in the required details on the Advance Request form. Once you have filled in all details, click on Submit Request. (In case you are not ready to submit the advance request yet, you can click on Save Draft instead to save your advance request as a draft, which you can edit and submit later.)

  4. This will successfully submit your advance request to your approver for approval. You will be able to see it on the Advances page.

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