Apply Cash Advance to an Expense

If you have used the Cash Advance to pay for an expense, you can apply it towards the expense while editing your Expense. 

Steps for Applying a Cash Advance

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

2. Select the Expense Report and Expense
   Choose the relevant Expense Report, then select the specific expense to which you want to apply the Cash Advance.
   
   

3. Apply Cash Advance
   In the Expense screen, navigate to the Payment Type field, and select the Paid with Cash Advance option.
   
   

4. Save Your Changes
   Tap the save icon or use the Save option from the hamburger menu to save your update.
   
   

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

6. Review Expense Report Totals
   The Cash Advance and the expense with the applied Cash Advance will show a combined amount under the Expense Report Total.
   

7. View Settlement Breakdown
   Switch from the Line Item View to the Detail View to see an accurate Settlement Breakdown. This includes:

   1. Cash Advance Issued

   2. Cash Advance Applied

   3. Expenses Total

   4. Amount Due by Company
      

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