Hi @jcduyan ,
Can you please confirm which workflow you are using? standalone Cash advance OR Request with Cash advance.
Based on your Cash advance type, check below configuration and re-test:
Standalone Cash Advance:
Configuration
1. Go to Expense Admin >> workflows >> copy default cash advance workflow.
2a. If you are using default cash advance wk as is meaning if workflow contains expense approver step, then you have to define cash advance approver in each employee profile as shown in screenshot 1 and screenshot 2.
Workflow steps will be as below:
User submitted CA >> Expense approver (defined in employee profile) >> Cash Advance Administrator for issuance.
OR
2b. If expense approver step doesnt exists in your workflow (means deleted based on your requirement), then you dont have to define cash advance approver in employee profile. It will directly go for cash advance administrators approval.
This workflow steps will be as below:
User submitted CA >> Cash Advance Administrator for issuance.
3. Go to Group configuration >> Expense tab >> double click to open group >> under cash advance configuration, select your CA workflow >> Save
Testing:
1. Go to expense tab >> Click Cash advance >> create standalone cash advance and submit.
Workflow will route as below:
2a. User submitted CA >> Expense approver (defined in employee profile) >> Cash Advance Administrator for issuance.
2b. User submitted CA >> Cash Advance Administrator for issuance.
Request with Cash Advance:
Configuration:
1. Go to Expense Admin >> Workflows >> copy default cash advance workflow.
2a. If you are using default cash advance wk as is meaning if workflow contains expense approver step, then you have to define cash advance approver in each employee profile as shown in screenshot 1 and screenshot 2.
Workflow steps will be as below:
User submitted CA >> Expense approver (defined in employee profile) >> Cash Advance Administrator for issuance.
OR
2b. If expense approver step doesnt exists in your workflow (means deleted based on your requirement), then you dont have to define cash advance approver in employee profile. It will directly go for cash advance administrators' approval.
This workflow steps will be as below:
User submitted CA >> Cash Advance Administrator for issuance.
3. Go to Request Policies >> Open policy >> under cash advance workflow, select your CA workflow >> Save
Testing:
1. Go to Request tab >> Create Travel Request >> Add Segments and Cash Advance >> Submit Request.
Workflow will route as below:
2a. User submitted Request with Cash Advance >> Request Approvers (based on your configuration) >> Request is fully approved >> Expense approver (defined in employee profile) >> Cash Advance Administrator for issuance.
2b.. User submitted Request with Cash Advance >> Request Approvers (based on your configuration) >> Request is fully approved >> Cash Advance Administrator for issuance.
Note - If you are using request with cash advance then cash advance workflow will only trigger once travel request is fully approved.
