Manage Advances

Let’s take a look at how you can manage your advances.

Remove Advances From Reports

If you’ve applied a wrong or irrelevant advance to a report, you can remove that advance from the report. However, you cannot remove advances from reports that are in Awaiting Approval, Approved, or Reimbursed status.

Remove Advances From Trips

You cannot remove advances from your trip requests. However, you can delete the advances associated with your trip requests. Once you delete the advances, you cannot retrieve them. If approval is enabled for the advances in your organization, you will not be able to delete the approved advances.

Edit Advances

If you want to make changes to an existing advance, you can edit it. Here’s how:

• Click Travel and Expense on the left sidebar.
• Click Advances.
• Select the advance that you want to edit.
• Click Edit in the top right corner of the page.
• Make the necessary changes.
• Click Record Advance. Your advance will be updated. If your advance has already been applied to a report, the changes will be reflected in the report.

Export Advances

Advances can be exported in two formats:

• CSV - Comma Separated Value
• XLS (XLSX) - Microsoft Excel

To export advances:

• Click Travel and Expense on the left sidebar.
• Click Advances.
• Select the advance that you want to export.
• Click the More button in the top right corner of the page.
• Select Export from the More dropdown.
• Select the format in which you want to export the advance.
• Check the Include Sensitive Personally Identifiable Information (PII) while exporting box if the advance contains personally identifiable information.
• If you want to secure the advances with a password, check the I want to protect this file with a password option and provide a Password.
• Click Export to export the data into your device.

Delete Advances

You can delete the advances that you’ve recorded.

To delete advances:

• Click Travel and Expense on the left sidebar.
• Click Advances.
• Select the advance that you want to delete.
• Click the More button in the top right corner of the page.
• Select Delete from the More dropdown.
• Confirm your action by clicking Delete again in the Delete Advance pop-up.