Managing Cash Advance Access

[ahmemdh]

Hi Team,

I wanted to know how can we enable/disable Cash advance for a group or country. I wanted to remove access of Cash advance for specific country as we launched Corp card for that country.

[PoojaKumatkar · Accepted solution]

Hi @ahmemdh ,

You can follow below navigations to enable/disable standalone cash advance for specific employee group or country:

Role required - unrestricted expense configuration administrator 

1. Go to Group Configuration >> Expense tab

2. Double click on group/country for which you want to disable cash advance.

3. Remove CA workflow and select None >> Save.

To disable cash advance from request module:

Role required - unrestricted request configuration administrator 

1. Go to Request Policies >> select policy for which you want to disable CA.

2.  Remove CA workflow and CA form >> next >> next >> save.