Approval of Advances

Approve Advances

Every approver receives a notification when an advance request is submitted to them. Approvers can scrutinize the advance request to approve them. Here’s how:

• Click Travel and Expense on the left sidebar.
• Click Trips.
• All your advances that are waiting for your approval will be listed in the Awaiting Approval tab.
• Select the advance request you want to approve.
• Verify the details and click Approve.

Reject Advances

The approver can choose to reject an advance request if it doesn’t comply with the organization’s policy. Once the approver rejects the advance, the submitter will receive a notification. The submitter can then resolve the violation or the comment on the advance request and re-submit it for approval.

To reject an advance request:

• Click Travel and Expense on the left sidebar.
• Click Trips.
• All your advances that are waiting for your approval will be listed in the Awaiting Approval tab.
• Select the advance request you want to reject.
• Click Reject in the top right corner.
• Provide the reason for rejection and confirm your action by clicking Reject in the Reject Advance pop-up.

Update Submitted Advances

You can edit the advances that are submitted to you for approval. Here’s how to edit an advance:

• Click Travel and Expense on the left sidebar.
• Click Trips.
• All your advances that are waiting for your approval will be listed in the Awaiting Approval tab.
• Select the request you want to edit.
• Click the Edit button in the top right corner of the page.
• Make the required changes.
• Click Save.