Add Cash Advance

Cash Advances can be requested for various reasons. For example, if you need to travel for work, you may request a cash advance to cover anticipated expenses such as meals, transportation, and accommodation.

Note: This option may be disabled for you by your administrator. 

Steps to Add a Cash Advance to an Expense Report

1. Open My Reports
   From the homepage, go to the My Reports module from the Expense navigation tab.
   
   

2. Create an Expense Report (if needed)
   If you do not have an Expense Report created, you must create one before you can add a cash advance.
   Learn more about how to create an Expense Report here. 

3. Select an Expense Report
   If you already have an expense report, tap on it from the My Reports list.

4. Access Add Cash Advance
   Tap the hamburger menu in the upper right corner and select Add Cash Advance.
   
   

5. Enter Cash Advance Details
   On the New Cash Advance for [Report Name] screen, fill in the following fields:

   1. Date Incurred 

   2. Project/#Code 

   3. Advance Reason 

   4. Additional Notes 

   5. Currency 

   6. Advance Amount 

   7. Converted Total 

   8. Advance Remaining 
      
      

6. Save the Cash Advance
   Once all required fields are filled, tap the Save icon or select Save from the hamburger menu in the upper right corner.
   
   
   Note: You must fill in all required fields to be able to save the Cash Advance.

7. Add Comments (optional)
   To add comments to the report, open the hamburger menu and tap the Comments option.
   
   
   Learn more about how to add a comment here.

8. View Your Cash Advance
   After saving, the cash advance will appear as a row item in the Expenses list of the selected Expense Report.
   
   

For web browser or desktop application instructions, please refer to this article.