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How to Perform Cash Advance Approval on Trip Request and Trip Report Mobile Version

Article author
Learning Center Mekari
  • Updated

In the approval process, the Approver can only approve trip request and trip report cash advance that have been created. Here are the steps for approval on trip request and trip report for cash advance submissions.

A. How to Perform Approval on Trip Request

  1. Log in to your Mekari Expense application.

  2. Click one of the lists with the status Awaiting approval.
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  3. Then, you will be directed to the following page. If your employee previously submitted a cash advance, before performing approval, you can re-edit the amount of the cash advance by clicking the pencil icon.
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  4. Then edit the Approved cash advance amount and fill in the reason in the available column. Then click Submit.
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    The Approver can reject the cash advance submission by entering the number “0” in that column along with the reason.

  5. Click “Approve” to perform approval on the trip request, or click “Reject” if you do not approve the trip expense.
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  6. A notification will appear stating that the approved cash advance will be directly queued for fund disbursement. Click “Continue” to proceed.
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  7. After you have approved the trip request, a pop-up will appear stating that the trip request has been successfully approved.
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B. How to Perform Approval on Trip Report

  1. Log in to your Mekari Expense application.

  2. Click one of the lists with the status Awaiting review.
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  3. Then, you will be directed to the following page. Click the Requester information tab to review the report data that has been created. Then select one of the expense category details as shown below.
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  4. You will be directed to the expense details page.
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  5. If all the data is correct, click “Approve” to perform approval on the created trip report, or click “Request revision” if there is a request for correction on the trip expense.
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  6. Then a pop-up notification will appear stating that the employee needs to perform a refund cash advance to complete the report because the Approved amount does not exceed the approved Cash advance amount. Then click “Continue”.
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  7. After you approve the trip report, a pop-up will appear stating the trip report on cash advance has been successfully approved.
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That concludes the explanation on how to perform Cash Advance Approval on Trip Request and Trip Report Mobile Version. Next, learn about how to submit a refund for Cash Advance Business Trip Mobile Version here.