Web Advance Process (Employee)

Modified on Tue, 7 Jan at 12:38 PM

Expense > My Expenses

The Web Advance Process in KAMI helps employees request expense advances for upcoming projects or trips, ensuring efficient budgeting and approval before costs are incurred. This feature streamlines expense planning and improves transparency in financial management.

>VIEW LIVE APP SIMULATOR

Steps to Submit an Expense Advance

1. In the Advances tab, click "Request Advance"

2. Complete the Main Information.

Key Fields	Description
Project	Enter the project name requiring the budget.
Client	Use the project name if no specific client is linked.
Cost Center	Select if the expense is billable to a specific cost center.
Billable to Client	Tick if project expenses will be charged to the client.
Employee Notes	Add a brief description for the approver's reference.

3. List individual claims that require a budget, such as travel costs, accommodation, or materials.

This is the same process as requesting for an expense claim.

4. Once all details are complete, click Submit and send your request for approval.

Track the status of your request under My Expenses > Advances.

To edit a pending expense advance, refer to the How to Edit or Cancel Claim Request article.

For additional assistance, please contact your administrator or write to support@kamiworkforce.com

That's it! - Submitting Expense Advance Complete!