Managing Advances

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

Remove Advance from Your Report

If you’ve applied a wrong or an 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 statuses.

Remove Advance from Your Trip

You cannot remove advances from your trip requests. However, you can delete the advances associated to 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 approved advances.

Edit Advance

If you want to make changes to an existing advance, you can edit it.

To edit an advance:

1. Go to Advances.
2. Click the advance you want to edit.
   
3. Click the Edit icon on the top right corner of the page.
   
4. Make the necessary changes and click Record Advance.
5. Your advance will be updated. If your advance has already been applied to a report, the changes will be reflected in the report.
6. Alternatively, you can also edit the advances that are applied to your reports. Also, you can edit the advances that are applied to your trips.

Export Advance

You can export advances in two formats:

To export an advance:

1. Navigate to Advances on the left sidebar.
   
2. Select the advance you want to export.
3. Click the More icon on the top right corner of the page.
4. Select Export.
   
5. Select the format (CSV or XLS (XLSX)) in which you want to export your data.
6. If you want to secure the advances with a password, mark the I want to protect this file with a password option and provide a password in the Password field.
7. Click Export to download the data to your computer.
   

Delete Advance

You can delete the advances that you’ve recorded.

To delete advances:

1. Go to Advances.
2. Click the advance you want to delete.
   
3. Click the More icon on the top right corner and select Delete.
   
4. Click Delete again to delete the advance.