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Request for multiple advances

What are multiple advances? How do I request for multiple advances? How do I use multiple advances to create expenses?

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Written by Meeha Tewari
Updated over 6 months ago

If your admin has enabled multiple advances for your organization, it means that every advance that you receive from your organization is maintained as a separate advance balance on Fyle.

Note: This feature is not available if your admin has not enabled multiple advances for your organization. In that case, all advances received by you will be maintained as a single advance balance on Fyle.

For example, if you receive an advance of $500, then an advance of $400

  • If your admin has enabled multiple advances, you will be able to see 2 separate advance balances of $500 and $400 respectively in your Fyle account

  • If your admin has not enabled multiple advances, you will be able to see a single advance balance of $900 in your Fyle account

How to request for multiple advances

  1. From the left panel, go to Advances. Click on Request Advance to create a new advance request.

  2. Enter the details of the advance you are requesting, including the amount and purpose. Click on Submit Request to successfully submit your advance request.

  3. You can follow the same steps to request for as many advances as you require.

How to view and use multiple advances

  1. While creating an expense, you can view all your available advances in the Payment Mode field in the expense form.

  2. You can select the appropriate advance balance in this field and use it to create your expense. The expense amount will be deducted from the selected advance balance.

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