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Cash Advance Info Overview

Article author
Learning
  • Updated

On the Finance tab, there is an option Cash Advance tab which is the tab used to manage employee cash advance data. Cash Advance is a feature that allows employees to submit requests for funds to the company in advance so that they can be used for company needs.

1. Cash Advance Tab Display

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No Column Explanation
1 Request Cash Advance Button to make a cash advance application.
2 Search Column for searching cash advance information based on certain keywords.
3 All policy & All status The column is used to filter the displayed cash advance view.
  • All policies: Column to filter all cash advance policies that have been made.
  • All status: Column to filter the status of cash advance submissions.

- Pending Approval: Displays a list of cash advances whose status has not been approved by either the first or the second approver.
*if you have multiple approver lines.
- Rejected: Displays a list of cash advances that were rejected.
- Need Settlement: Displays a list of cash advances that require settlement action because the application has been approved.
- Settlement on Review: Displays a list of cash advance settlements whose accountability needs to be reviewed.
- Canceled: Displays a list of cash advances that have been canceled.
- Completed: Displays a list of cash advances that have been settled or have been accounted for.

4 Cash Advance Table Displays a list of cash advances that can be filtered by type of policy and status.

2. Request Cash Advance

On this page, you can submit a Cash Advance by following the steps below.

  1. Click "My Info".
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  2. Click the " Finance " tab and select  Cash Advance .
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  3. Click the "Request Cash Advance" button.
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  4. Select the Police Name to be given.
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  5. Write the description in the Purpose column.
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  6. Enter the date the cash advance was used.
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  7. Fill in the name, Description, and Category of Cash Advance along with the Nominal  proposed. 
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  8. Click  “Add row” to add details to the submission.
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  9. You can also add additional notes in the  Notes column.
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  10. You can add multiple attachments in the  Attachment field. 

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  11. Then click  "Submit".
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  12. Then you will wait for approval by the approver. Approval notification will appear in Talenta's inbox and email.
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    Status  Pending  (waiting for approval),  Approved  (has been approved),  Rejected  (has been rejected). 

    After submitting a cash advance, then the request will be processed by the super admin. After the submission is received, then the employee must then make a report or Cash Advance Settlement.
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