Advances

An advance is cash paid to you before you spend it. You later account for what you spent; this is called an acquittal.

Request an advance

1. Open Advances and select New advance.

2. Fill in:

   Field	What to enter
   Purpose	What the advance is for
   Amount and Currency	How much, e.g. 500.00 in MYR
   Account for it by	The date you will account for it
   Payout method	How you want to receive it, or Choose later

3. Save draft to finish later, or Submit. You will see “Advance … submitted”.

Advances go through approval too. Follow yours under My advances; approvers use My approvals.

Account for it (acquittal)

After you have spent the money, open the advance and fill in the Record acquittal form.

• Enter Amount spent and attach the Receipt, with its Receipt date, Category and Receipt evidence, as in a claim.
• If you spent nothing, choose Nothing was spent and say why.
• Select Save acquittal.

The difference is worked out when your acquittal is accepted:

Outcome	Meaning
Exact — nothing to settle	You spent exactly the advance
Top-up to you	You spent more; the company pays you the difference
Refund to the company	You spent less; return the difference
Returned in full	Nothing spent, all returned

Overdue advances

If you pass your Account for it by date, the advance shows how many days overdue it is. Your manager is reminded too. Please record your acquittal as soon as you can.