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Issue advance to employee directly
Issue advance to employee directly

How can finance team issue advances to their employees directly

Pratima Rao avatar
Written by Pratima Rao
Updated over a week ago

It might not always be possible for an employee to request an advance for a trip which they are taking at last minute. Or at your company, you issue advances to your employees, without them having to raise a request for it and getting it approved from their manager.

In either case, we provide flexibility to the finance team where they have an option to issue advances to the employee directly. Here are the steps:

1. Toggle to 'Organization View' and go to Advances option in the left menu.

2. By default, we show all the advance requests that have been approved. On the screen, you will see the Issue Advance(s) button on the top left corner

3. Once you click on the Issue Advance button a pop-up menu will be displayed which allows you to pick a method to either Issue Single Advances or Bulk Issue Advances

4. If you want to issue advance to only one employee, click on Issue Single Advance method which will open a form where you can enter the details of the advance. Once all the details have been saved, advance will be issued to the employee and they will be able to enter expense against this advance.

5. If you want to issue advances to multiple employees at once, click on Bulk Issue Advances method

  • Clicking on Upload Using Excel prompts you to 'Download  Template'. This will contain instructions on what is the expected input for each column, that needs to be entered.

Bulk Upload Advances

Once all the details have been filled in the required format in the template, you can upload the excel by clicking on 'Upload .xslx file' button.

6. Once advances have been issued to employees, you can view the details in Advance > Requests section, under the sub-tab Issued Advances

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