Hello everyone! I wonder, what is the standard process in requesting Cash Advances? I understand that to record advances, we write a Check. But what about requesting them first for approval? What is your current process? Thank you!

Is this like a Customer Prepayment?

@Ashish Atri Somehow same idea but this one is for Employees making cash advances. We give them cash in advance for the expenses they will incur in the future.

Interested as well. The Check transaction does not have a native approval process that prevents posting to the GL if pending approval. We're leaning towards using a JE or a custom record that will create a Check transaction automatically once approved but we also want to know how others do it.

Agree. what we've done for that is that we've set up an approval workflow anyway. Though the Check is already posted, it'll still undergo approval and recurring emails will occur if it is rejected but not yet cancelled/resubmitted for approval. But ofc, this isn't applicable for Cash Advances since regular employees should not have access to Checks.