Before getting started
The "Request an advance" module allows you to send advance requests to your manager, track their status, and view the history of past requests.
This module is only available if your administrator gives you access to it.
Sending a request
The advance request module is accessed from the "Advance Requests" tab.
The first time you access this module, no history is displayed in the interface. To make your first request, click on "Request an advance":
The form contains two mandatory fields (amount and reason). The reason allows you to justify and contextualize your request. Once you've filled in the required information, click on "Send request". Your manager will then be notified by email and will be able to approve or refuse your request.
Viewing current and past requests
The advance request module lets you view the status and content of past requests. In the event of a rejection, the reason can be viewed using the comment icon.
For requests awaiting approval, you'll be able to see the person responsible for approval, allowing you to follow up directly.
Understanding the balance and situation
A sidebar allows you to view your projected advance balance. This balance breaks down into 3 parts:
- Advance balance: this is the amount of advances already received that you have not yet justified (i.e. not submitted as expenses).
- Approval in progress: sum of advance request amounts pending approval.
- Awaiting payment: sum of approved request amounts with payment in progress.
Notifications
When a request is approved or rejected, a notification email is sent to the requester:
Payment of the advance
Once an advance has been approved, it will be awaiting payment. Find out the amount of advances with payment in progress from the "Advance requests" module or from "Situation and Expense reports":
Using your advance
Once the advance has been approved by the manager, the amount of the advance will be automatically deducted from future expense report reimbursements.
When the expense report is being prepared, the amount of advances deducted will be shown.
Please note that if you submit an expense report before your advance has been approved and paid, this amount will not be taken into account.