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Cash Advance Auto-issuance

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Product news for Concur administrators

CONCUR EXPENSE

August 2021 release

 

The Cash Advance workflow Cash Advance Reviewed step may now be configured to automatically perform the issuance of a cash advance to the requestor. This enhancement replaces the Manual Issuance step; instead, administrators now have the ability to define whether the cash advance issuance step is:

 

  • always mandatory,
  • conditional to certain variables, or
  • never required.

For example, the associated condition for the step is named and then configured to limit the allowable cash advance issuance to no more than $1,000. Now, when the requestor inputs the cash amount, the amount either below or above this amount drives the logic to issue or reject the cash advance without the need to review each request.

 

This enhancement eliminates the need to individually review and issue each request, so you're able to focus only on exceptional or out of policy requests.

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