{"id":4670,"date":"2024-05-13T21:03:44","date_gmt":"2024-05-13T21:03:44","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4670"},"modified":"2026-07-05T14:07:36","modified_gmt":"2026-07-05T14:07:36","password":"","slug":"logging-in-4","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/logging-in-4\/","title":{"rendered":"Add\u00a0Advance"},"content":{"rendered":"

The Add Advance tab features a centralized input form designed to launch new employee financial assistance requests. It anchors individual loan amounts to validated staff accounts, allowing payroll systems to calculate structural rollover thresholds based on the designated target configuration properties. <\/p>\n\n\n\n

Configuration Workflow <\/h4>\n\n\n\n

The interface collects metadata parameters within a clean single-panel layout. Follow these steps to register a new loan: <\/p>\n\n\n\n

    \n
  1. Branches\u00a0Target the organizational scope of the applicant using the dropdown picker container.\u00a0<\/li>\n<\/ol>\n\n\n\n
      \n
    1. Refine the delivery pool by choosing a lower-level operational assignment from the\u00a0Section\u00a0dropdown selection element.\u00a0<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Choose the specific recipient profile from the\u00a0Employee Name\u00a0dropdown lookup menu.\u00a0<\/li>\n<\/ol>\n\n\n\n
          \n
        1. Define the tracking classification rule from the\u00a0Advance Type\u00a0dropdown menu (e.g.,\u00a0Personal Advance).\u00a0<\/li>\n<\/ol>\n\n\n\n
            \n
          1. Enter the explicit total numeric loan value inside the\u00a0Advance Amount\u00a0data input text box.\u00a0<\/li>\n<\/ol>\n\n\n\n
              \n
            1. Define the exact chronological timeline target by using\u00a0The Date\u00a0Of\u00a0The\u00a0Advance Request\u00a0calendar selector field tool.\u00a0<\/li>\n<\/ol>\n\n\n\n
                \n
              1. Provide specific administrative justifications or setup remarks inside the\u00a0Notes\u00a0text entry area.\u00a0<\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Click the cloud placeholder icon or press\u00a0Choose\u00a0A\u00a0File\u00a0within the\u00a0Attachments\u00a0row to upload relevant signed agreement files or documents.\u00a0<\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. Click the\u00a0Save\u00a0action button to process the backend logic and commit the draft loan live to active verification directories.\u00a0<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"

                    The Add Advance tab features a centralized input form designed to launch new employee financial assistance requests. It anchors individual loan amounts to validated staff accounts, allowing payroll systems to calculate structural rollover thresholds based on the designated target configuration properties.  Configuration Workflow  The interface collects metadata parameters within a clean single-panel layout. Follow these steps to register a new […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[45],"doc_tag":[],"class_list":["post-4670","docs","type-docs","status-publish","hentry","doc_category-advances"],"year_month":"2026-08","word_count":213,"total_views":"16","reactions":{"happy":"4","normal":"0","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Advances","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/advances\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4670","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4670"}],"version-history":[{"count":4,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4670\/revisions"}],"predecessor-version":[{"id":5275,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4670\/revisions\/5275"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4670"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4670"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4670"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}