1. Prople Employees Expense and Reimbursment System (PEERS)
Cash Advance Approval
Template Ver 1.00
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2. PEERS Users Manual Cash Advance Approval
This presentation serves as the Users Manual for Approvers who will use Prople Employees Expense and Cash Advance System (PEERS) for Approving, Returning and Disapproving Cash Advance Forms.
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3. Employee Users Manual Cash Advance Approval
To access PEERS, the user would need to log in on the application portal. (Please copy the link and paste to address bar using Google Chrome explorer)
A link will be ed to users together with their username and password as instructed.
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4. Employee Users Manual Cash Advance Approval
After logging in, user will be redirected to homepage. Click the PEERS logo to access PEERS to another window.
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5. Employee Users Manual Cash Advance Approval
After clicking the logo, PEERS will open a new tab and will display the Mainpage. Now click the Forms module.
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6. Approver Users Manual Cash Advance Approval 1. Click Forms module.
2. Click Approval.
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7. Approver Users Manual Cash Advance Approval
3. Select and click a form filed to review details. 3
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8. Approver Users Manual Cash Advance Approval
4. Header tab shows information about the user and Cash Advance details. 4
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9. Approver Users Manual Cash Advance Approval
5. Click Details tab to view particular details. 5
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10. Approver Users Manual Cash Advance Approval6
6. Click Thread to view status threads and posts related to Cash Advance transaction.
7. Enter comments here.
8. Click Post button to post entered text.
9. Threads are listed here.
10. Click Approve button to approve Cash Advance form.
11. Or click Return button to send the form back to employee.
12. Or click Disapprove button to disapprove the filed form.
13. Or click Close button to exit the form. 9 7 8 10 11 12 13
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11. Approver Users Manual Cash Advance Approval
14. Confirmation message will appear after submitting the Cash Advance form.
15. Click Close button to close the message box and return to My Forms module.
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12. Approver Users Manual Cash Advance Approval
Once Cash Advance is approved, Cash Advance's status on employee's form becomes “Approved”.
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13. Approver Users Manual Cash Advance Approval
Also an notification will be sent to the employee depending on the action made by the approver.
For Approved Status:
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14. Approver Users Manual Cash Advance Approval For Return Status:
A returned form can be edited for resubmission.
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15. Approver Users Manual Cash Advance Approval For Disapproved Status:
A disapproved form cannot be edited for resubmission.
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16. THE END
(thank you)