Approval for Advances

In this help document, you’ll learn how to approve and reject the advance requests submitted by employees in Zoho ERP.

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:

• Go to Approvals on the left sidebar. All your advances that are waiting for your approval will be listed in the Pending Approval tab.
• Navigate to the Advances tab.
• Click the request you would like to consider for approval.
• 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:

• Go to Approvals on the left sidebar. All your advances that are waiting for your approval will be listed in the Pending Approval tab.
• Navigate to the Advances tab.
• Click the request you would like to consider for approval.
• Verify the details. Once you’ve reviewed, click Reject at the top right side of the page.
• Provide a reason for rejecting and click Confirm.

Update Submitted Advances

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

• Go to Approvals on the left sidebar. All your advances that are waiting for your approval will be listed in the Pending Approval tab.
• Navigate to the Advances 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.