Record Advances for Employees

Employers can record the advances they have given to their employees. To record advances:

• Click Travel and Expense on the left sidebar.
• Click Advances.
• Click the + Record Advance button.
• Fill in the following details:
  • User: Select the user for whom you want to record the advance.
  • Amount: Enter the amount paid as advance.
  • Date: Enter the date at which you had paid the advance.
  • Paid Through: Select the account through which you had paid the advance.
  • Reference#: Enter the reference number of the 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.
• Click Record Advance.

If the employee’s report total is less than the advance, the remaining advance amount that the employee owes to the employer can be returned or used on future reports. If the employee hasn’t returned the advance, the admin can choose to apply the excess advance on future reports. In this case, the excess advance will be listed as a new advance in the Advances list.