How to Make a Cash Advance Submission by Superadmin/Admin

Updated October 26, 2023 09:34

You can apply for Cash Advance by going through the following steps.

The flow of Using the Cash Advance Feature

Column	Description
Request Cash Advance	Submission of cash advance with the Request Cash Advance button.
Approval	Approval of the proposed cash advance according to the approval process. Status Approved (approved) or Rejected (rejected).
Settlement	The user performs responsibility for the CA that has been approved (approved). Submit a settlement using the Create Settlement button.
Settlement on Review	The proposed settlement is reviewed again by the approval channel. The supervisor/Finance will check the evidence of accountability.
Completed	The settlement has been approved by the approval channel. Status becomes completed. If it is not approved (rejected), the status becomes Waiting for Settlement and the user must re-settle.

The settlement has been approved by the approval channel. Status becomes completed. If it is not approved (rejected), the status becomes Waiting for Settlement and the user must re-settle

On the Finance menu, select Cash Advance.
Click “Request Cash Advance” button.
Select the employee name.
In the Policy name column, select the type of cash advance policy being proposed.
Fill in the information in the Purpose column.
Select the Cash Advance usage date in the Date of use column.
Fill in the name, description, and category of the cash advance along with the amount proposed.
Click “Add row” to add submission details.
You can also add additional notes in the Notes column.
Next, add some attachments if they are in the Attachment column.
Then click "Submit" to submit.
Then you will wait for approval by the approver. Approval notification will appear in Talenta's inbox and email.