Approving an advance request

Before getting started

This help sheet explains how to view and approve or refuse an advance request. Delegation, transfer, and approval in place of another approver are not yet available.

Notification

Each time an advance request is sent for approval in Cleemy Expenses, the requester's manager receives a notification.

It is not currently possible to set up an approval workflow for advance requests.
The approver is, by default, the requester's manager.

The notification email contains information about the request (reason, amount) as well as a link to access the approval module in Cleemy Expenses.

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Approving or refusing a request

The advance request approval module enables a manager to view all requests awaiting approval. In addition to the reason and the amount, an estimate of the projected balance is available to facilitate the decision. This balance contains:

  • Advance balance: this is the amount of advances already received but not yet justified by the employee.
  • Pending approval: sum of advance request amounts pending approval.
  • Awaiting payment: sum of approved request amounts with payment in progress.
Please note that this estimate is only available if the approver has access to the employee's situation (permission related to viewing expense reports). 

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If the advance request is refused, a reason must be given

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The employee concerned by the request is notified regardless of the approver's decision (refusal or approval).

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