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View and track all advances in your organization
View and track all advances in your organization

How do I view all the advance requests in my organization? How do I track all advances in my organization?

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Written by Meeha Tewari
Updated over 7 months ago

As an admin or finance user, you can view and track all the advances requested or issued in your organization using the Advances page.

  1. Pending: Under this tab, you can view all the advance requests that have been submitted by employees, but have not been approved by their approvers yet. As an admin, you can approve these advance requests.

  2. Sent Back: Under this tab, you can view all the advance requests that have been rejected by approvers and sent back for further clarification from the employees.

  3. Approved: Under this tab, you can view all the advance requests that have been approved by approvers and are waiting to be processed. As an admin, you can process these advance requests and issue the advances to the respective employees. To learn more on how to process advance requests, click here.

  4. All Requests: Under this tab, you can view all the advance requests across different states in your organization.

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