Path: HRMS>Transaction>Advance>Advance Request

The advance request screen will be displayed.

1. Type: The Advance Request type will be selected as a default.
2. Advance Number: The advance number will be generated automatically.
3. Advance Date: Enter the date when the advance request is created.
4. Reference Number: Enter the reference number of the advance request.
5. Date: Enter the reference date.
6. Employee Name: Select the employee name who is raising an advance request.

7. Advance Type: Select the type of advance request from the picklist.

8. Expected Date: Enter the expected date for the advance request.

9. Amount Required: Enter the exact advance amount required by the employee.

10. Remarks: Enter the remarks of the advance request.

11. Status: The Pending status will be selected as a default.

12. Click the Save button.

13. Wait till the popup appears on the screen to confirm that the advance request is created.

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The Advance Request screen contains information about the advance requested by the employee.

Fields & its description:

• Advance Number & Date

Type or select the advance number. Enter the date when the employee requested the advance in the Advance Date.

• Reference no. & Date

Reference No. and Date can also be entered if needed. This information can be useful for future reference.

• Employee Name

Select the employee who requested the advance.

• Advance Type

Select the advance type which can be salary advance or any other, defined by you.

• Expected Date

In the Expected Date, you must specify by which date the employee expects the advance.

• Amount Required

In the Amount Required field, enter the exact amount requested by the employee.

• Status

This field allows you to choose the status regarding the advance request.

[expand title=”How to add an entry in advance request?”]

1. The advance number can be added here and its corresponding fields can be entered.
2. Type the name of the entries in the necessary fields.
3. After typing, save these entries by clicking on the save button. [/expand]

[expand title=”How to edit an entry in advance request?”]

1. The saved entries can be edited.
2. Select the field and choose the entry you want to edit and start modifying.
3. After the editing is done, click on the update button.[/expand]

[expand title=”How to delete an entry in advance request?”]

1. To delete the advance request details, select the advance number and click on the delete button.[/expand]