Request and settle cash advances

An advance gives you money before you spend it on work, for example before a business trip. When you are back, you link your expense claim to the advance and Attendex settles the difference.

For a salary advance you repay in instalments, see Request a salary advance or loan instead.

Request an advance (employees)

1. Go to Expenses & Travel ( open Expenses & Travel).
2. Click Request advance.
3. Enter the Purpose of advance / travel (for example "Client visit to Delhi, 12–14 Nov").
4. Add lines for what you need: Cash advance or Travel booking, with the amount, currency and project if needed.
5. Optionally add a Note for approvers and attach files.
6. Click Submit request.

Track it on the Advance requests tab. You can cancel a request while it is awaiting approval.

Approve an advance (admins)

1. Go to Payroll → Expense Claims ( open Expense Claims) and open the Advances tab.
2. Review the purpose and lines.
3. Click Approve (you can adjust the amount), or Decline with a note.
4. Pay the approved advance to the employee directly — outside payroll.

Settle the advance (employees)

1. After the trip, save your expenses as usual — see Add expenses and submit a claim.
2. When you submit the claim, choose the advance in Settle against advance.
3. Click Submit claim.

How settlement works

When HR approves the linked claim:

The advance is then marked Settled.