Cash Advance Approver Actions

Access Cash Advance Approval List

The cash advance approver can access cash advances waiting approval, either by:

1. Click Approvals.
2. Click Cash Advances. The Required Approvals section appears with the list of cash advances waiting approval.

   - or -

1. On the home screen, click My Tasks.
2. Click Required Approvals. The Required Approvals section appears with the list of cash advances waiting approval.

The approver can open the request, review the information, and then approve or reject the request.

The approver can also click the Approvals menu, then the Cash Advances tab to view the list of cash advances for approval.

This page displays all cash advance requests pending approval. There are two options for the approver:

• To approve the cash advance

  - or -

• To send the cash advance back to the user (perhaps for more information)

View the Attached Images

The approver can view the images attached to a cash advance on the Documents tab, if configured.

The approver can attach images to a cash advance but cannot delete existing images. If the approver attaches an image to a cash advance that already has an image, the new image will be appended to the existing image.

Approver Email Notifications

The approver can choose to have email sent when a cash advance is awaiting approval. This option appears in Profile > Profile Settings > Expense Preferences (left menu).

View the Approval Flow

The approver can view the cash advance workflow on the Approval Flow tab.

After Final Approval

A cash advance approver can complete these actions:

• Approve the cash advance "as is"

• Send back the request to the employee (for example, for additional information)

Once approved by all approvers, the system sends the request to the Cash Advance admin for issuance.