Introduction

The Employee Expense Advance module enables seamless advance request management within employee expense workflows. Employees can easily submit advance requests for anticipated expenses, and designated officers can review and approve these requests. Once approved, accounting can process the advance and integrate it into the standard expense reporting flow. This enhances control, visibility, and efficiency across expense operations.

Key Features

• Allow employees to submit advance payment requests for future expenses

• Enable expense officers to approve, validate, and finalize advance requests

• Allow accounting users to manage payment of approved advance requests

• Display advance status clearly within the expense workflow for transparency

• Allow users to select active advances when submitting actual expenses for reconciliation

Benefits

• Streamlines financial workflows by integrating advances into expense processing

• Enhances control through structured approval steps for advance requests

• Improves tracking and reconciliation of advances against actual expenses

• Reduces administrative overhead by consolidating request, approval, and processing in one module

• Provides clear visibility of advance status to employees, expense officers, and accounting users

Compatibility & Technical Details

The technical name of this module is employee_expense_advance. It is licensed under LGPL-3. The module introduces dedicated menus for managing advance requests, approvals, and payments, tailored by user role: Employee, Expense Officer, and Accounting User.

Role-specific capabilities include:

• Employee: Submit advance requests

• Expense Officer: Review and finalize advance approvals

• Accounting User: Process payments for approved advance requests

The advance request submission integrates into the existing expense flow, allowing users to reference active advances when submitting expense reports. Upon submission, outstanding advances are clearly indicated and can be reconciled accordingly.