Hi all,
During one of my trip, I had to withdraw cash from ATM on company card, as part of company policy.
In the expense section, there was no cash advance record.
In the cash advance section, I seems to lack any manage/add cash advance or way to link an expense to a cash advance or a cash advance to any expense.
I've found & read "Concur Expense: Cash Advance Setup Guide Sep 2022" without finding solution.
That cash advance element will be soon beyond 60 days, which is against my company policy on unsubmitted record.
Hi @NilsQLT ,
To link approved/issued cash advance to your expense report follow below navigations:
1. Click on Expense Tab
2. Create New Report >> Fill in header details and save
3. Click on Report Details >> Manage Cash Advance >> Click on Add >> A list of all unutilized cash advances will be visible over here >> Select one cash advance and save.
Once added, cash advance tile will get added and will be visible above Report Details section.
If this answers your query, then please mark solution as accepted.
Hi @NilsQLT ,
To link approved/issued cash advance to your expense report follow below navigations:
1. Click on Expense Tab
2. Create New Report >> Fill in header details and save
3. Click on Report Details >> Manage Cash Advance >> Click on Add >> A list of all unutilized cash advances will be visible over here >> Select one cash advance and save.
Once added, cash advance tile will get added and will be visible above Report Details section.
If this answers your query, then please mark solution as accepted.
