If the employee’s report total is less than the advance applied to the report, the admin can receive the balance amount from the employee or allow the employee to carry-forward the remaining advance amount, which employees can apply to another expense report.
To use excess advance:
- Switch to Admin View.
- Go to Reports on the left sidebar.
- Navigate to the Awaiting Reimbursement tab and click the report with the excess advance amount.
- Click Record Reimbursement.
- Click + Record Advance Refund, if the employee has returned the balance amount, and enter the other details such as Received on, Notes, and Reference#.
- If you want the user to carry-forward the advance, click + Record Advance Carry Forward. An advance will be created for the user and they can apply it on future reports.
- Click Mark as Reimbursed to save the details.