Advances Management
Updated
Advances management is an available feature on Expensya through the Gold offer.
It can be activated from our internal system and upon request of the account administrator.
Thanks to this option, employees will be able to submit requests for advances that will be approved or not by their managers or by the account administrator.
How to request an advance :
Once the feature has been activated, a new tab will be displayed on the user's account: it's the Requests tab, you just have to
- Click on the tab Requests.
- Click on the option Advances.
- Fill in the various fields of the advance request form.
- Click on send.
Advances Workflow
Advances requests take the following approval flow:
- In the presence of a manager:
The request will go to the manager with the state Submitted.
The manager has the possibility to visualize this request from the "Manager" tab, he has the choice to approve or reject it.
- In the absence of a manager:
The request is sent to the account administrator with the state Exported.
The account admin has the possibility to archive the advance request or reject it.
In accounting
Once approved by the manager or the account administrator, the advance request is sent to the accounting department where it will either be archived or rejected by the accountant.
