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Issue advances to employees directly without advance requests
Issue advances to employees directly without advance requests

How can I issue an advance to an employee directly? Can I issue an advance to an employee without an advance request?

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Written by Meeha Tewari
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.
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In either case, Fyle provides flexibility for the finance team to issue advances to employees directly. As an admin or finance user on Fyle, you can issue an advance to an employee directly, without the employee needing to raise an advance request for it. You can issue one advance at a time or multiple advances at once, using the steps below.

Steps to issue a single advance to a single employee

  1. From the left panel, go to the Advances page. Click on Issue Advance(s).

  2. Click on Issue Single Advance.

  3. Enter the details of the advance, including the amount and the employee to whom you are issuing it. Click on Issue Advance.

  4. Review the details of the advance and click on Issue Advance to confirm the action. This will successfully issue the advance to the selected employee and the specified amount will immediately reflect in their advance balance.

Steps to issue multiple advances to multiple employees

  1. From the left panel, go to the Advances page. Click on Issue Advance(s).

  2. Click on Bulk-Issue Advance.

  3. Click on Download Template to download an empty template. The template is in .xlsx format. Fill in the details of the advances you want to issue, using the instructions in the template.

  4. Click on Upload .xlsx file and upload the filled in template. This will successfully issue the advances as per the details you have added in the template.


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