In this tutorial, we are demonstrating =
1. How to view and approve cash advance request claim submission (Image 1)
2. How to send the approved cash advance request claim claim to payroll
3. How does it look like on payroll cycle - this video shows for custom pay item (Image 2)
- For how to customize pay item for specific cash advance claim type, please refer here
- For how to general configure payroll connection, please refer here
4. Upon claim reimbursement, a new claim report labeled "Cash Advance Settlement" will appear on employee's My Claims page. (Image 3)
Image 1: An approved cash advance request claim report submission
Image 2: Specific cash advance claim type appearing as specific pay item (due to custom payroll connection)
Image 3: A claim report labeled "Cash Advance Settlement" is created on Home > My Claims
