Excess advance payment can be carried forward as a new advance payment which employees can use on future expense reports. Admins can follow the steps provided below:
- Go to the Reports Approval.
- Select the particular report under all approvals.
- Click Record Reimbursement option.
- Select Use the balance amount on future expense reports option.
- Click Record Reimbursement option to save the details.
Now employees can view the newly created advance payment in their Advance Payments module and use the amount on future expense reports.
Note: If advance approval is enabled for the organisation, advance payments will be automatically approved.