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
|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.
- Pending Approval: Displays a list of cash advances whose status has not been approved by either the first or the second approver.
|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.
- Click "My Info".
- Click the " Finance " tab and select Cash Advance .
- Click the "Request Cash Advance" button.
- Select the Police Name to be given.
- Write the description in the Purpose column.
- Enter the date the cash advance was used.
- Fill in the name, Description, and Category of Cash Advance along with the Nominal proposed.
- Click “Add row” to add details to the submission.
- You can also add additional notes in the Notes column.
- You can add multiple attachments in the Attachment field.
- Then click "Submit".
- Then you will wait for approval by the approver. Approval notification will appear in Talenta's inbox and email.
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.