Cash Advance is a submenu that employees can use to submit requests for funds to the company in advance so that they can be used for company needs.
The following is the flow of using the Cash Advance feature:
The flow of Using the Cash Advance Feature
The following is the flow of using the Cash Advance feature:
- Arrangements must be made by making a cash advance policy in advance.
Learn through the following links. - After creating a policy, your employees can use this feature by submitting a cash advance.
Learn through the following links. - The employee approver specified on the approval line determines the approval of the cash advance application.
Learn through the following links. - Furthermore, it ends with the submission of settlement as an accountability or report on the realization of the cash advance received.
Learn through the following links. - The employee approver specified on the approval line determines the approval of the settlement application.
Learn through the following links.
The Super Admin has access to perform all actions so that the application made by the "Employee" or the approval made by the "Approver" can also be carried out by the "Super Admin", except in cases where the application and approval for settlement can only be made by the party concerned.
Here's a quick look at Cash Advance:
| No. | Column | Description |
| 1. | All Policy | Column to filter all cash advance policies that have been made. |
| 2. | All Status |
Column for filtering the status of cash advance submissions.
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| 3. | Setting | Button to manage cash advance policies. |
| 4. | Request Cash Advance | Button to make a cash advance application. |
| 5. | Export | Button to download cash advance data or reports. |
| 6. | Search | Column for searching cash advance information based on certain keywords. |
| 7. | Cash Advance Table | Displays a list of cash advances that can be filtered by type of policy and status. |
This is an explanation about the Cash Advance sub-menu at a glance. Also learn how to manage cash advances on the Message menu, here.