How to use the excess advances on future reports?

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:

  1. Switch to Admin View.
  2. Go to Reports on the left sidebar.
  3. Navigate to the Awaiting Reimbursement tab and click the report with the excess advance amount.
  4. Click Record Reimbursement.
  5. Click + Record Advance Refund, if the employee has returned the balance amount, and enter the other details such as Received on, Notes, and Reference#.
  6. 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.
  7. Click Mark as Reimbursed to save the details.
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