Approving 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.

To approve an advance request:

  1. Go to Approvals in the left sidebar. All your advances that are waiting for your approval will be listed in the Pending Approval tab.
    Approve Advances
  2. Navigate to the Advances tab.
  3. Click the request you would like to consider for approval.
    Approve Advances
  4. Verify the details and add comments, if necessary. The submitter will be notified about your comments and it will be shown to them.
  5. Click Approve at the top right side of the page.
    Approve Advances

Note: Approvers can also approve an advance request that was already rejected.


Reject Advances

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

To reject an advance request:

  1. Go to Approvals in the left sidebar.
  2. All your advances that are waiting for your approval will be listed in the Pending Approval tab.
    Reject Advances
  3. Navigate to the Advances tab.
  4. Click the advance request you would like to consider for approval.
    Reject Advances
  5. Verify the details, and add comments, if necessary. The submitter will be notified about your comments and it will be shown to them.
  6. Once you’ve reviewed, click Reject at the top right side of the page.
    Reject Advances
  7. Provide a reason for rejecting and click Confirm.

Update the Submitted Advances

You can edit the advances that are submitted to you for approval.

To edit:

  1. Go to Approvals on the left sidebar.
  2. Navigate to Advances tab.
    Update the Submitted Advances
  3. Click the advance you want to edit.
  4. Click the Edit icon on the top right side of the page.
  5. Make the necessary changes and click Save.
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