How to block the users from requesting an advance if they have unreported advances?
You can set up a custom approval flow in such a way that it automatically rejects the submitted advance if there are unapplied advances for the user. To do this:
-
Log in to Zoho Expense.
-
Navigate to Admin View > Settings > Approvals > Advances.
-
Click Custom Approval and click + New Custom Approval.
-
Enter the name and description for the approval flow.
-
Configure the criteria as “When - Has unreported advance - is - True”
-
Under Approvals, select Auto Reject.
-
Click Save.