ADVANCE

Step 1: Create an Advance request (for the person requesting the advance)
Go to: Accounting → Revenue & Cost → Advance → Add New

Note: Select the correct staff requesting the advance and enter a detailed description in the Description field before saving the Advance.

Step 2: Approve the Advance (for the approver)

Select the Advance with status Pending → Click the arrow next to View → Click Confirm

Step 3: Disburse the Advance

REIMBURSEMENT

Step 1: Create the actual expense in Expense

Go to: Accounting → Revenue & Cost → Expense → Add New Expense

Step 2: Approve the actual expense (for the approver)

Select the Expense with status Pending → Click the arrow next to View → Click Approve or Reject

Step 3: Submit a Payment Request for the approved Expense

Step 4: Accounting approves the Payment Request

Go to: Report → SOA → Payment Submission → Open the Request with status Pending → Click Approve or Reject

Step 5: Create a Reimbursement for the original Advance

Go to: Accounting → Revenue & Cost → Reimbursement → Add New

Select the Staff requesting reimbursement and select the related Advance ID.

Step 6: Accounting processes Reimbursement collection & payment