You can request for an advance by creating a new advance request on Fyle.
To request for an advance:
- Click on 'Advances' on the left panel and click on '+ Request Advance'
2. Enter the details of the advance such as purpose, amount, currency, and additional notes if any.
You can also attach receipts or other attachments that are relevant to the advance request.
3. Click on 'CREATE REQUEST.'
Once the request is created, it is automatically submitted to your approver for approval. You can view your advances in the My Advances page.
Note: When you open an advance request and click on the checkbox "Check Audit Trail", you can view the advance request's trail of the approval, send back and edit history.