View All Advances

In the Advances module, you can view all the advances recorded by your employees across the organization.

Know how much advance payment has been made to each employee from time to time. Skim through the list to know the trips and reports to which the advances have been applied. You can also view the status of the advances and the approvers from whom the approval is due. To know more about the advance details, click the advance, and its details will be displayed.

If you want to view specific advances, such as the advances that are reported, unreported, etc., you can apply filters.

To filter advances, click the More icon in the top band and select the status based on which you want to filter the advances. The advances will be listed based on the filter you’ve selected.

• Unreported: All the advances that are yet to be applied to a report will be listed in the Unreported filter.
• Reported: All advances that have been associated with a report will be listed in the Reported filter.
• Void: All the void advances will be listed in the Void filter.

If you want to configure or edit the preferences for the Advances module, click the Gear icon in the top right corner of the page and select Preferences. To customize and configure the approval preferences, click Approvals.