The Advances tab displays any cash advances that have been requested for this expense authorization. Use the Advances tab to submit a request for an advance.
This fields displays the advance amount requested.
This field displays the amount of the advance that has already been paid to the employee.
This field displays the portion of the advance request that has not yet been claimed. For example, if the Requested amount is 1000.00 and the amount already claimed on expense reports (the Paid amount) is 600.00, the Outstanding amount is 400.00.
The Available amount is the difference between the amount requested and the amount received, and an amount other than zero only displays when the full amount of the advance request is not granted.
Click Request Advance to request an advance for the expense authorization.
When the Request Advance screen displays, complete the following fields:
Advance Amount — Enter the dollar amount of the advance you are requesting.
Date Needed — Enter the date by which you need the advance.
Reason — Enter your reason for requesting the advance.
Click Submit to submit your advance request and return to the Advances tab of the Scheduling screen.
If you already signed and submitted the expense authorization but still need to request an advance, you can open the expense authorization and add the advance request.
After you submit your advance request, the Request Advance button is inactive, because you can only have one advance request open at a time. To request another advance on a blanket authorization, you must first claim the current advance on an expense report. You can then open the blanket authorization and make another advance request.
The Request Advance features is not available under the following conditions:
Your expense class does not allow you to request advances.
You have previously requested an advance for this authorization and have not yet claimed it on an expense report.
You have reached the maximum outstanding advance amount for your expense class.
You have reached the maximum number of outstanding advances allowed for your expense class.
This is a blanket authorization, which has already been closed.
The expense authorization has already been processed.
To delete a requested advance, select the check box next to the advance and click Delete.
This field displays the ID that was assigned to the advance.
This field displays the amount requested.
This field displays the date by which the advance is needed.
This field displays the stated reason for the advance.
This field displays the current status of the advance, which will be any of the following:
Draft
Submitted
Under Review
Approved
Rejected
Processed
Voided