Yes, you can record advance refunds and advance carry forward for your employees. To record an advance refund or an advance carry-forward:
- Switch to Admin View.
- Click the Reports module on the left sidebar.
- Navigate to the Awaiting Reimbursement tab to see the list of approved reports that are waiting to be reimbursed.
- Click the approved report for which you want to record reimbursement.
- Click the Record Reimbursement button.
- 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.