In this article the approval / rejection flow for cash advances is explained. It is important to check if 'Activate Approval for cash advances' is enabled, because this is a condition for cash advances to require an approval.
Approve cash advances
- Go to Advances, switch role from Personal to Approver.
- Select the cash advance you would like to approve.
- There are 2 ways to approve a cash advance
- Click on Approve in the overview screen.
- Open the cash advance and click Approve at the bottom of the page.
! Note: After the approval of a cash advance, users will be able to use it as a payment method when creating expenses.
Reject cash advances
- Click Reject in the overview screen or at the bottom of the page.
- Add the reason of rejection in the pop-up screen
- Click confirm once done