Advance Requests

Cash Advances, Without the Email Chains

Employees request travel, project, or expense advances from their phone. Managers approve in seconds. Disbursements settle against actual expenses — automatically reconciled in XYRA Books.

Approved
ADVANCE · ADV-2026-0214
Site Visit · Mumbai
Disbursed
EmployeeSarah Khan
PurposeClient Site Visit
Requested15,000
Approved ByFinance Manager
Settled Against12,840 (3 claims)
Balance Recoverable 2,160
Features

Advances Without Spreadsheet Hangover

Request, approve, disburse, and settle — all tracked, all reconciled.

Mobile Requests

Employees raise advance requests from mobile in seconds — purpose, amount, and travel dates.

Multi-Step Approvals

Routes by amount, project, or employee level. Manager → Finance → CFO with audit trail.

Direct Disbursement

Approved advances disburse via bank transfer or include in the next payroll cycle automatically.

Auto-Settlement

Submitted expense claims settle against the advance balance. Excess auto-recovered, deficit reimbursed.

Outstanding Alerts

Reminders for unsettled advances. Auto-deduct from payroll if not cleared within policy window.

Books-Native

Each advance posts as an employee receivable in XYRA Books — settled when claims clear it.

Workflow

From Request to Settlement

A clean lifecycle that keeps every dirham accountable.

1

Request

Employee submits with amount, purpose, and trip dates from the mobile app.

2

Approve

Manager and finance approve in one tap; advance posts to employee receivable.

3

Disburse

Funds hit employee account via bank transfer or next payroll cycle.

4

Settle

Submitted claims clear the advance; balance reconciles or recovers automatically.

Open Advances 12 Active
SK
Sarah Khan · Site Visit
15,000 · Settled 12,840
Open
RP
Rahul Patel · Vendor Trip
8,000 · Settled 6,200
Open
AM
Aisha Mohammed · Conf
22,000 · Disbursed
Pending
12
Open
82,400
Outstanding
2.1d
Avg TAT
Books-Powered

Advances Reconciled with Your Ledger

Every advance posts as an employee receivable in XYRA Books — and clears automatically as expense claims arrive. No orphaned balances, no missing money, ever.

  • Mobile request, multi-step approvals, instant disbursement
  • Auto-settlement against submitted expense claims
  • Outstanding advances auto-deduct from payroll if overdue
  • Posted to employee receivables in XYRA Books

Stop Losing Track of Cash Advances

Request, approve, disburse, settle — every advance accounted for, every receipt reconciled.