Steps to Delete an Advance Request
In case you no longer require an advance you have requested, it is simple to delete your request. Note: you can only delete an advance request that has not been approved yet.
From your Pending advances, click on the advance you want to delete.
In the advance request, open the menu using the 3 dots. Click on Delete to delete the advance request.
Confirm the deletion by clicking on Delete in the confirmation message. This will successfully delete your advance request.
Steps to Pull Back an Advance Request
In case you want to edit an advance request that you have submitted for approval, you can pull back your request and resubmit it. Note: you can only pull back an advance request that has not been approved yet.
From your Pending advances, click on the advance you want to pull back.
In the advance request, open the menu using the 3 dots. Click on Pull Back to pull back the advance request.
Enter the reason for pulling back the advance request, and confirm the action by clicking on Pull Back in the confirmation message. This will successfully pull back your advance request.
The pulled back advance request will now be available in your Draft advance requests. You can open the advance request from here and click Edit to edit it and proceed to submit it as usual.
Steps to Resubmit an Advance Request
When you submit an advance request for approval, your approval might send it back in some cases. You can edit and resubmit the advance request using the following steps:
You can find any advance request that has been sent back to you in the Sent Back tab on the Advances page.
Click on the advance request to open it. Open the Comments section to view the reason added by your approver, while sending back the advance request to you.
Make the necessary edits to the advance request, and click on Resubmit to submit it again.