Open the advance request, write the amount you can give in Amount you give ৳, add a note if you like, and press Approve. Approving gives no money by itself: press Give the advance on the approved request to make the Cashbook entry.
Where to find it
Admin › My workspace › Requests & messages, then click the advance request.
Who can approve it
- The Super Admin (the owner) and an Admin: every advance request.
- A Manager, Production Manager or Marketing Manager: the advance requests sent to them by name or to their role.
- Nobody can approve their own request.
Step by step
- Open the request. The Decide box shows Amount you give ৳, filled with the amount asked.
- Change it if you give less (or more) — for example asked ৳500, you give ৳300.
- Write a Note if you like, for example "Only ৳300 in cash today". If you cannot give anything, press Reject with a note instead.
- Press Approve. The request now reads, for example, "Advance ৳500 → ৳300 approved".
- Press Give the advance. The Cashbook's Money out form opens filled in: category Staff advance, the person, the approved amount. Check the account and the date and save.
Good to know
- Only the Cashbook entry counts. It shows on the person's My salary page and is cut from that month's salary. An approved request with no entry changes nothing.
- Entries by anyone other than the owner wait for approval. The advance entry goes to the owner's Need approval list and counts once approved.
- Give the advance shows to the person who approved it, and to the owner and Admins, when they may make Cashbook entries.
Related
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