Using Cash Advances

Confused about cash advances? We can clear that up for you!

A cash advance is a preapproved amount dedicated to a particular business expense. You can create a cash advance request for your upcoming trips or business expenses that you might have to pay for out of pocket. If approved, the cash advance request can give you cash before you take the business trip. It is particularly useful when employees don't have a corporate credit card to charge business expenses to.

As you submit expenses against your cash advance, SAP Concur keeps a running total of the amount remaining. If there is a remaining balance at the end, you are notified if the cash advance must be returned or if it can be carried over. Follow the next steps to see how to get started by requesting a cash advance.

1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
2. Open the step-by-step guide: Requesting a Cash Advance Tip Sheet.
3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

After you've received a cash advance and completed the expense, it must be properly accounted for when submitting the expense report. As you submit expenses for this advance, SAP Concur keeps a running total of the amount remaining on your cash advance. If there is a remaining balance, you are notified if the cash advance should be returned or if it can be carried over. Follow the next steps to see how to do this.

1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
2. Open the step-by-step guide: Adding a Cash Advance to an Expense Report Tip Sheet.
3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)

If you have requested a cash advance for a business expense that you no longer need or made a mistake, you can recall it for edits or deletion. As you submit expenses for this advance, SAP Concur keeps a running total of the amount remaining on your cash advance. If there is a remaining balance, you are notified if the cash advance should be returned or if it can be carried over. If a balance should be removed, select the appropriate cash advance and click remove. This removes the cash advance from your SAP Concur account. Follow the following steps to see how to do this.

1. Select Play to start the preceding video. TIP: You can turn on closed captions and change the audio speed here in the embedded player control bar.
2. Open the step-by-step guide: Recalling and Deleting Cash Advances Tip Sheet.
3. Sign into https://www.ConcurSolutions.com and follow the Tip Sheet steps to set up the Concur Expense feature. You can toggle between the Tip Sheet and Concur Expense or view them side-by-side while you perform the tasks.

(Having trouble signing in? Review Unit 1, Lesson 2 of this learning journey or this SAP Concur Community article: Why can't I sign into the SAP Concur tool?.)