Special Topic: Advances

Overview

Deltek Expense supports the ability to both request advances in Expense Authorization and claim advances in Expense Reports.

Additionally, an administrator of the system can be given the ability to add employee advance information, such as the amount of the advance, the date the advance was given to the employee, the currency in which the advance was given, and the advance reference number. Employees can then apply the  advance(s) to expense reports, and once they complete the expense report, the expense report number will be entered as a reference on the Advance Utility screen in the Utilities menu. Deltek Expense will also keep track of the number of outstanding advances and the total amount of outstanding advances to allow or deny users from requesting additional advances on expense authorizations.  See the documentation for the Advance Utility screen for details.

Applying Advances

Employees can apply one or more advances when they enter expense reports. When the Advances tab in the Create New Expense Report screen displays, any advances that are outstanding and they can apply any or all of them to the expense report. The advance amount is shown in the employee's pay currency.

Any amount that is applied will be deducted from the reimbursable amount. The employee is not required to make a selection from this list.

If the employee does not have any outstanding advances, or if they do not have rights to request an advance, the Advances tab does not display.

Once the employee has applied a advance, that advance is no longer "Outstanding" and will not be used in calculating the number of outstanding advances or the total amount of outstanding advances.