Advance Setup

The details of Advances Type and the Advance Limits can be set here.

The admin needs to add the Advance Type by entering information, Select Status Active/ InActive and click Submit.

 

The previously added Advance Types are displayed below in the list.

 

By clicking the “  “ the user can edit the Advance type. There are options to export to excel by clicking “ ”, Set column view by clicking “ ” and search by clicking “ ” icons respectively. 

The Admin can Set Advance Limits either according to the Designation of the employees or according to their Grade. Once the Limit Based on is set, all the limits can be set on that basis only.  Set the Advance Type by selecting from the dropdown list, select the designation if Set Limit is based on Designation or select grade if Set Limit is based on Grade. Set Limit Criteria either as per % of CTC Amount (if this is selected then add the Percentage) or Flat Amount ( set Max Limit in any selected currencies).

 

The currencies can be one of the below.

 

The user can submit to set the Advance Limit. The previously set Advance Limits are displayed below in the list.

 

By clicking the “  “ the user can edit the Advance type or by clicking “  “ the user can delete any Advance Limit that was previously set. There are options to export to excel by clicking “ ”, Set column view by clicking “ ” and search by clicking “ ” icons respectively.