Locating Employee Cash Advance Balances

Objective

After completing this lesson, you will be able to locate employee cash advance balances.

Employee Cash Advance Balance Overview

You use the Employee Balance tab to search for employees with cash advances, with or without outstanding balances.

The image displays a Cash Advance Admin web page for managing employee balances and cash advances. The top section lets users search by employee first name, group, and status, then click Search. A table with columns for Employee Name, Email Address, Oldest Cash Advance Date, and Cash Advance Balance shows no records found. The lower section titled Cash Advances includes a Create and Issue button, a Show Only Active Cash Advances filter, and action buttons: Issue, Send Back to Employee, and Record Return Amount.

Locate Employee Cash Advance Balances

To locate employee cash advance balances:

Steps

  1. On the Employee Balance tab, search for an employee by group and by specific employee information, such as employee name – with or without an outstanding balance. Note the following about groups: The group that you (the Cash Advance administrator) have permissions to issue cash advances for is the default group. To find an employee from another group, use the Groups search area. If you do not have permissions to other groups, you may not be able to make any changes.

    The image displays a Cash Advance Admin page with the Employee Balance tab selected. A search area lets users filter by employee first name, begins-with rule, group, and employee status, then click Search. The Group menu is open and lists All Groups I Can Access, Global, Canada, Czech Republic, Germany, Poland, United Kingdom, and United States. A results table with columns for Employee Name, Employee ID, Oldest Cash Advance Date, and Cash Advance Balance shows no records found. A lower Cash Advances section provides a Create and Issue button, a filter to show only active cash advances, and action buttons to Issue, Send Back to Employee, and Record Return Amount, with an empty table below.

  2. Select the name of the employee. The employee's active cash advances appear at the bottom of the page.

    The image displays a Cash Advance Admin web page with the Employee Balance tab selected. The search area filters by employee first name, group set to United States, and employee status, and includes a Search button. A results table lists three employees; the row for Kate Admin is selected and shows employee ID ACT051225, oldest cash advance date 06/25/2025, and a cash advance balance of $500.00. The lower panel titled Cash Advances: Admin, Kate shows one cash advance named USD Request with status Issued, starting balance $500.00, unsubmitted usage $0.00, and available balance $500.00. Action buttons include Create & Issue, Send Back to Employee, and Record Return Amount.

  3. Use the Show Only area to change the results.

    The image displays a Cash Advance Admin page with the Employee Balance tab active. A search area filters by employee first name, a begins‑with rule, group set to United States, and employee status, with a Search button. A results table lists Gabby Admin, Kate Admin, and Gabrielle User with columns for Employee Name, Email Address, Employee ID, Oldest Cash Advance Date, and Cash Advance Balance. The Kate Admin row is selected and shows employee ID ACT051225, oldest cash advance date 06/25/2025, and a $500.00 balance, while the other rows show $0.00. A lower section titled Cash Advances: Admin, Kate provides Create & Issue, Issue, Send Back to Employee, and Record Return Amount buttons.

Summary

  • Use the Employee Balance tab to search for employees with cash advances.
  • Search by group and employee information, including outstanding balances.
  • View active cash advances for selected employees.

Learning

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