After loan and advance request creation employees can view anything from loan and advance request (To check either they select correct loan and advance type and category, correct loan and advance amount, correct reason and enter correct required date). Employees can view request in approvals, requests and company loan and advances sections of loan and advance module.
To know more about how to view loan and advance request. Follow these following steps.
Through loan and advances
- In navbar click loan and advances tab.
- Above step will open new tabs in dropdown. Click lends tab.
- Above step will open new tabs in drop down. Click requests tab.
- If loan and advance request exists with any status employee can view.
- Click view button to view loan and advance request.
- It will open a popup with all information of loan and advance request employees can just view it. Employees can’t edit any information from popup.
- Click cancel button to close popup.
Through loan and advance approval
- In navbar click loan and advances tab.
- Above step will open new tabs in dropdown. Click lends tab.
- Above step will open new tabs in drop down. Click approvals tab.
- Requests will appear according to designations in each tab. Click on tab according to your employee designation.
- Repeat step 5-7 from above method (lends requests) to view loan and advance request.
Through Company loan and advances
- In navbar click loan and advance tab.
- Above step will open new tabs in dropdown. Click lends tab.
- Above step will open new tabs in drop down. Click company loan and advances tab.
- Repeat step 5-7 from above mehtod (loan and advance requests) to view loan and advance request.