Managing Advances

Let’s take a look at how you can manage your advances.

Remove Advance from Your Report

If you’ve applied a wrong or an irrelevant advance to a report, you can remove that advance from the report. However, you cannot remove advances from reports that are in , approved , or reimbursed statuses.


Remove Advance from Your Trip

You cannot remove advances from your trip requests. However, you can delete the advances associated to your trip requests. Once you delete the advances, you cannot retrieve them. If approval is enabled for the advances in your organisation, you will not be able to delete approved advances.


Edit Advance

If you want to make changes to an existing advance, you can edit it.

Prerequisites: If approval is enabled for the advances in your organisation, you can only edit the advances that are in RECALLED, or REJECTED statuses.

To edit an advance:

  1. Go to Advances.
  2. Click the advance you want to edit.
    Edit Advance
  3. Click the Edit icon on the top right corner of the page.
    Edit Advance
  4. Make the necessary changes and click Record Advance.
  5. Your advance will be updated. If your advance has already been applied to a report, the changes will be reflected in the report.
  6. Alternatively, you can also edit the advances that are applied to your reports. Also, you can edit the advances that are applied to your trips.

Note: If you’ve applied advances to a report and have submitted that report for approval, you will not be able to edit the advances in that report.


Delete Advance

You can delete the advances that you’ve recorded.

Prerequisites:

  • Advance associated with a , Approved, or Reimbursed report cannot be deleted.
  • If approval is enabled for the advances in your organisation, you cannot delete Approved advances.

To delete advances:

  1. Go to Advances.
  2. Click the advance you want to delete.
    Delete Advance
  3. Click the Delete icon on the top right corner.
    Delete Advance
  4. Click Delete to delete the advance.
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