Understand what happens after you submit a cash advance request: from manager approval through to fund disbursement.
How advance approval works
When you submit a cash advance, it enters the same approval queue your manager uses for expense reports and trip requests. Your manager reviews the advance alongside other pending items.
The advance moves to Pending Approval status as soon as you submit it.
Manager review
Your manager can take one of two actions:
- Approve: The advance is valid and the amount is reasonable. The request moves forward to finance.
- Reject: The advance is declined. You receive a notification with the rejection reason.
If your organization uses multi-level approvals, the advance may need sign-off from additional approvers before reaching finance.
Note: If your advance is rejected, review the rejection reason, make any necessary changes, and submit a new request.
Disbursement
After approval, the advance is forwarded to your finance team for disbursement. Finance reviews the approved request and releases the funds.
- Finance receives the approved advance.
- Finance processes the payment using your organization's disbursement method (bank transfer, corporate wallet, or cash).
- You receive a notification confirming the funds have been disbursed.
- The advance status changes to Disbursed, then to Active.
Track disbursement details
Open the advance detail page to see full disbursement information:
- Disbursement date: When finance released the funds.
- Disbursement method: How the funds were sent (e.g., bank transfer, corporate wallet).
- Reference number: The transaction reference for your records.
This information is available as soon as the advance moves to Disbursed status.
What happens next
Once the advance is Active, you can begin spending. As you incur expenses, create them in Eloope and link them to the advance. This starts the reconciliation process.
Note: Keep all receipts for expenses paid with advance funds. You will need them when reconciling the advance.