As an admin, you can configure the details that any employee must enter while submitting an advance request. Apart from the default fields present in the advance request form, you can add additional custom fields to the form.
Default fields in the advance request form
By default, the advance request form contains the following fields:
Currency, Amount, Purpose as mandatory fields
Project, Description as optional fields
Steps to add custom fields in the advance request form
If you want to capture additional information apart from the above default fields in the advance request form being submitted by your employees, you can set up custom fields for the advance request form.
From your Admin Settings, go to the Advances page. Click on Add Custom Field to add a new custom field.
Select the type of field you want to add. Fill in the remaining details. You can also select whether you want the field to be mandatory or optional for employees to fill in the advance request form.
Click on Add Custom Field to add the custom field. Employees will now be able to see the custom field in the advance request form.