Advances Preferences

Preferences

To set up the preferences for advances:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Select Advances under Travel and Expense.

Under the Preferences tab, you can configure the following:

Custom Status

If you want to provide an intermediate status specifically for approved or rejected advances, you can add a custom status. For example, your organization might have multiple stages after an advance has been approved, such as partially paid, pending, paid, etc. You can create new custom statuses for these stages and update the approved or rejected advance accordingly.

• Click + New to add more custom status and click - to delete a custom status.

Submission Preferences

• Notify approver via email - If you mark this checkbox, an email will be sent to the approver when an advance request is submitted for their approval. You can perform this action only if you have set custom approval as the approval type for advances.
• Display Terms & Conditions - You can add the terms and conditions for the submission of advance requests. This will be displayed in the Request Advance page when an employee tries to submit an advance request.

Chatlet Preferences

Chatlet enables you to initiate discussions with other employees in Zoho Spend. This feature is powered by Zoho Cliq, an application that makes collaboration and communication easy for teams. Choose the employees for whom you want to enable Chatlet and click Save.

Fields

When creating an advance in Zoho Spend, you may be prompted to enter data in several fields. These fields might not be required or sufficient for your organization. In order to make your expense reporting experience more efficient, Zoho Spend provides you with the ability to customise existing fields or add more fields based on your organization’s needs.

You can add more fields by creating custom fields to receive additional information and choose the input fields your employees would view. You can also choose to make these fields mandatory and add them to the report PDFs.

Approvals

You can set up no approval, simple approval, or custom approval based on the approval process for advances in your organization.

Links and Buttons

In Zoho Spend, there are default buttons that are used to execute pre-defined functions. If you want to create a new button apart from the default buttons provided in Zoho Spend, you can create a new custom button and define a set of custom actions that can be executed when you click the custom button.

Custom links are external links that you can configure, which when clicked, will take you to external websites or resources in a new tab. You can also add placeholders in these links to redirect employees to a specific record or page.