How to update an advance request?

If the request has not been approved yet, the user can open the relevant record and update the amount with the "Edit" option. When the amount is changed, the system automatically restarts the approval process. For approved requests, the amount cannot be changed directly. In this case, the request must be canceled and a new record must be created. This method maintains data integrity and accuracy of financial records. All changes are stored in system logs and can be audited retrospectively.

How to approve an advance request?

Advance requests proceed according to the approval flow defined within the company. Generally, the department manager approves at the first stage, and the finance or accounting unit approves at the second stage. Managers make an “Approve” or “Reject” decision by checking the requested amount, description and budget compliance. Approved advances are included in the payment list and transferred to the relevant employee through the bank or safe. This structure prevents uncontrolled cash outflow and ensures corporate financial discipline.

How to reject an advance request?

Yes. Rejected requests are notified to the user. The reason for rejection is stated in the request detail. After making the necessary arrangements, the employee can update the same request and re-send it for approval. Thus, the process continues without the need to open a new record. This method saves time and ensures that the request history is kept in a single record.

Advance Module

Manage advance requests, approval processes and record management from a single platform. Establish a trackable flow that aligns with payroll and finance processes.

Advance Module

How to add an advance request for an employee?

To create an advance request, log in to the "Advance Management" or "Advance Requests" module in the system main menu and use the "Create New Request" option. In the opened form, the request date, requested amount, currency, intended use and project/department information, if any, are entered. Clearly stating the reason for the request and attaching the relevant documents (mission letter, travel plan, purchasing information, etc.) speeds up the approval process. When registration is completed, the request is automatically forwarded to the administrator or finance unit. Thanks to this digital process, employee advance requests can be tracked, reported and archived through the system instead of paper forms or e-mail.

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