Cash Advance Types
Manage cash advance types in fleet master, including how to add, edit, and restrict permissions for financial attribute categories.
Viewing and Adding Cash Advance Types
- Go to the Attributes Management section in the sidebar.
- Select Cash Advance Types from the list of attribute categories.
- Click Add New Cash Advance Type.
- Fill in the following field:
- Name: Enter the type of advance (e.g., Fuel Allowance, Emergency Advance, Travel Allowance).
Editing or Deleting Cash Advance Types
- To edit: Click the Edit button next to an existing advance type, update the name, and click Save.
- To delete: Click the Delete button next to the type you wish to remove.
Best Practices
- Use specific names to clearly differentiate between various cash advance categories.
- Avoid abbreviations that may confuse other users.
- Periodically review and remove unused or outdated advance types.
Tip:
Organizing cash advance types helps streamline reporting, payroll handling, and approval workflows.
Security Best Practice:
Restrict modification of advance types to finance team members or administrators to ensure accuracy and accountability.