View All Advances

Under the Advances module in the Admin view, you can view all the advances recorded by your users across the organisation.

Know how much advance payment has been made to each user 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 would like to view only the advances that are yet to be applied to a report, you can apply the Unreported filter and view the list of reports that are yet to be reported. Similarly, to view a certain set of advances, apply filters, and view the list of advances under the selected filter.

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

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