View Cash Advance Information

The running total of the outstanding cash advance appears at the bottom of the expense list. This total is listed in your reimbursement currency and is updated as you add expenses.

If the cash advance amount is less than the total of the cash/IBIP expenses, then you will be reimbursed for the difference.

If the cash advance amount is greater than the total of the cash/IBIP expenses, depending on your company's configuration:

  • You will need to physically return the remaining cash to the proper person in your company, who then records this information in the cash advance admin area.

  • You may be allowed to carry balances forward, you can account for the remaining cash advance balance on future expense reports.

View Balance Information

On the menu, click Expense > Cash Advances. The Cash Advances page appears with tiles displaying unsubmittled, submittled, and issued requests. A request name and status appear on each tile, along with:

  • The Amount field displays the amount that you originally requested for the cash advance. This amount is displayed in the currency requested.

  • The Balance field displays the amount that has not been used in a report or returned, displayed in your reimbursement currency. This field does not appear until the cash advance has been issued.

This Cash Advances page may be blank if you have no active cash advances. Use the options in the View list to widen or narrow your search by:

  • Active Cash Advances

  • Pending Cash Advances

  • Approved Cash Advances

  • Sent Back Cash Advances

  • Issued Cash Advances

  • Cancelled Cash Advances

  • Completed Cash Advances

  • All Cash Advances

View Additional Cash Advance Information

To view additional information:

  1. Click the desired cash advance request. The cash advance page appears.
  2. Review the following information:

    • Details: On the Details tab, review all required fields (those marked with a red asterisk) and the optional fields as directed by your company. These fields include: Name, Purpose, Cash Advance Amount, Currency, Requested Disbursement Date, and Cash Advance Comment.

    • Expenses: On the Expense tab, review information about amounts and about the expenses associated with the cash advance. This information includes: Amount, Amount Utilized, Remaining, Date, Report Name, Expense Type, Amount Claimed, and Amount Utilized.

    • Cash Advance Timeline: On the Cash Advance Timeline page, review Approval Flow information and the Comments History.

    • Audit Trail: On the Audit Trail page, review date, time, updated by, action, and status information on the cash advance.

    • Manage AttachmentsView and Add Attachments to the Cash Advance: On the Manage Attachments window, view, add, or remove documents attached to the cash advance.