Recording or Requesting Advance

Record the Advance Received

If Advance Approval is not enabled in your organisation, you can record the advance you receive from your organisation and apply it to your report. To record an advance:

  1. Go to Advances.
  2. Click the icon next to Advances on the left sidebar or click the + Record Advance button in the top right corner.
    Record the Advance Received
  3. Enter the details of your advances in a new page.
    • Fill in the following fields:
      FIELDS DESCRIPTION
      Amount Enter the amount received as advance.
      Date Enter the date at which you had received the advance.
      Paid Through Select the account through which you had received the advance.
      Reference# Enter the reference number of advance, if any.
      Notes Add additional information as notes, if required.
      Apply to Trip If you want to apply this advance to a trip, select a trip from the Apply to Trip dropdown. You can also record advances from your trip requests.
  4. Click Record Advance.
    Record the Advance Received

Request Advance

If advance approval is enabled in your organisation, you will have to request advance and wait for approval from your approvers. Once your approvers approve the advance, you can apply them to your reports. To request advance:

  1. Go to Advances.
  2. Click the icon next to Advances on the left sidebar or click the + Request Advance button in the top right corner.
    Request Advance
  3. In the Request Advance page, enter the Amount, Date, Paid Through, Reference#, Notes, and Customer.
  4. If you want to apply this advance to a trip, select a trip from the Apply to Trip dropdown. You can also request advances from your trip requests.
  5. Click Request Advance. Your request will be sent to your approvers.
    Request Advance
  6. Once your advance gets approved, you can apply it to your report.

Record Advances in Reports

Employees can also record the advances they’ve received inside reports.

To record advances in reports:

  1. Go to Reports on the left side bar.
  2. Select a report in draft , recalled , or rejected status.
  3. Navigate to ADVANCES & REFUNDS tab.
  4. Click the Record Advance button.
    Record Advances in Reports
  5. Enter the amount you want to add as advance.
  6. Click Record Advance. The advance will be applied to your report. All the advances that you record will be listed in the ADVANCES & REFUNDS tab of your report.
    Record Advances in Reports

Record Advances for Your Trip Request

If advance approval is not enabled in your organisation, you can record the advance you receive from your organisation in your approved trip request. To record an advance in your trip request:

  1. Go to Trips on the left side bar.
  2. Click the Approved trip for which you want to record advance.
  3. Navigate to Advances tab.
  4. Click + Record Advance.
    Record Advances for Your Trip
  5. Enter the necessary details and click Record Advance.
    Record Advances for Your Trip
  6. An advance will be created and will be listed under the Advances tab.
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