# Cash Advance Request Report

<p class="doc-lead">Employee cash advance and loan requests over a date range. Review pending requests, approve in bulk, or create cash advance vouchers from selected approved requests.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/payroll/reports/cash-advance-request-report?id=overview">Overview</a>
<a href="#/payroll/reports/cash-advance-request-report?id=use-cases">Use Cases</a>
<a href="#/payroll/reports/cash-advance-request-report?id=filters">Filters</a>
<a href="#/payroll/reports/cash-advance-request-report?id=columns">Columns</a>
<a href="#/payroll/reports/cash-advance-request-report?id=actions">Actions</a>
<a href="#/payroll/reports/cash-advance-request-report?id=faq">FAQ</a>
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</div>

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<h2 id="overview">Overview</h2>

Go to <b>Payroll → Payroll Reports → Cash Advance Request</b>.

<p><b>What it shows.</b> Cash advance requests grouped by employee (summary) or as individual request lines (detailed). Supports selection for bulk approve and voucher creation.</p>

<p><b>When to use it.</b> Process employee advance requests, approve pending items, and convert approved requests into <a href="#/payroll/cash-advance-voucher">Cash Advance Vouchers</a>.</p>

<p><img src="payroll/images/cash-adv-req-rep.webp" alt="Cash Advance Request Report" loading="lazy"></p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>HR / payroll</b> — Review and approve pending advance requests for the month.</li>
<li><b>Accounts</b> — Select approved requests and create multi-line cash advance vouchers in one step.</li>
<li><b>Manager</b> — Filter by employee or branch to see team request totals.</li>
</ul>

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<h2 id="filters">Filters</h2>

| **Filter** | **Description** |
|------------|-----------------|
| Date range | Request dates (default: current month). |
| Category | All, Cash Advance (0), or Loan (1). |
| Status | Status — Default (Approved + Closed), Approved, Closed, or Draft. Changing status clears row selection. |
| Employee | Optional. Respects payroll-module employee access filters. |
| Advanced Filter | Branch. |

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<h2 id="columns">Columns</h2>

<h3>Summary mode</h3>

| **Column** | **Description** |
|------------|-----------------|
| Emp Code | Employee code. |
| Employee | Employee name. |
| Amount | Sum of request amounts for the employee. |

<h3>Detailed mode (Show Detailed)</h3>

| **Column** | **Description** |
|------------|-----------------|
| (checkbox) | Select rows for approve or voucher creation. |
| Emp Code / Employee | Employee identity. |
| Bank Account / IFSC | Optional bank details. |
| ID | Request ID. |
| Date | Request date. |
| Category | Cash Advance or Loan. |
| Amount | Requested amount. |
| Status | Draft, Approved, or Closed. |

<p><img src="payroll/images/cash-adv-req-detailed.webp" alt="Cash Advance Request Report detailed view" loading="lazy"></p>

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Generate</b> — run the report</li>
<li><b>Show Detailed / Hide Detailed</b> — toggle line-level view with selection checkboxes</li>
<li><b>Advanced Filter</b> — branch; <b>clear</b> resets</li>
<li><b>More</b> — Show/Hide Bank Details</li>
<li><b>Approve Cash Advance Request</b> — bulk-approve selected requests (detailed mode)</li>
<li><b>Create Cash Advance Voucher</b> — open multi-new voucher from selected approved requests (skips Draft and Closed)</li>
<li><b>Export</b> — export to Excel</li>
<li><b>Print</b> — print the report</li>
</ul>

<p><img src="payroll/images/cash-adv-req-checkbox.webp" alt="Cash Advance Request selection" loading="lazy"></p>

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<h2 id="faq">FAQ</h2>

<p><b>Why can't I create a voucher from selected rows?</b><br>Draft and Closed requests are skipped. Only approved, not-yet-vouchered requests are valid.</p>

<p><b>What happens when I approve?</b><br>Selected request IDs are bulk-approved via the Cash Advance Request service; the report refreshes after success.</p>

<p><b>What is the default status filter?</b><br>When Status is blank, the report includes Approved and Closed requests (Approved and Closed).</p>

<p><b>How does this relate to Cash Advance Voucher Report?</b><br>Requests are employee submissions; vouchers are the accounting documents issued after approval. Use this report to process the workflow; use <a href="#/payroll/reports/cash-advance-voucher-report">Cash Advance Voucher Report</a> to track issued advances and balances.</p>

<p><b>Can I select employees without requests?</b><br>No. Bulk voucher creation requires approved request rows selected on the report.</p>

<p><b>What if voucher already exists for a request?</b><br>The request is skipped or shows closed — duplicate vouchers for the same request are not created.</p>

<p><b>Does bulk approve send notifications?</b><br>Standard approval notifications apply per request when bulk approve succeeds — same as list approve.</p>

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