In order for claimant to be able to use advances follow the below instructions.
Firstly the users will have to have the correct access levels assigned to them.
To access 'Access levels' click the Administration button in the left hand navigation menu.
Then click User Settings ->User Profiles -> Select a user -> Click on the pencil by the users name -> Click on Access level.
Assign the appropriate access level to the user.
Then, create an advance account.
This is also done through the user profile.
As an admin user you need to ensure all required settings are enabled.
To view advances settings navigate to Administration.
Then, other settings -> account settings.
You will then be presented with the settings for Advances.
- Start and required dates to be required -If enabled users will be required to enter dates.
- Enforce one advance at a time - If selected then users cannot create a new advance unless the balance for the previous advance has been expensed and accounted for.
- Enforce one expense per outstanding balance- The control limits each advance request to a single claim, so when enabled the user will not be able to create more than one claim for a specific advance request.
- Email reminder when date required overdue - Email a reminder to the user when the date required is a week overdue and there is still an outstanding balance.
- Allow users to create new accounts- If selected then users can request an advance against a newly created account.
- Use advanced workflow routing- Enables forms to be routed to specific managers using either default line managers or specifically configured workflow triggers and actions.
If the workflow setting is enabled, you will be able to choose 'Advance' form type to create required authorisation route.