Name: Adding a Cash Advance to an Expense Report in SAP Concur
Uploaded: 2023-10-17
Duration: 135 s
Description: Learn how to add and remove cash advances from an expense report. This video tutorial demonstrates the step-by-step process and provides helpful tips for managing cash advances effectively.

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<div><div>Learn how to add and remove cash advances from an expense report. This video tutorial demonstrates the step-by-step process and provides helpful tips for managing cash advances effectively.</div></div>

Adding a Cash Advance to an Expense Report in SAP Concur

Adding a Cash Advance to an Expense Report When you are ready to account for expenses for which you received a cash advance, you need to create or select the expense report, and then assign the appropriate cash advance to the report. In the following example, you will see how to add an approved cash advance to an existing expense report. You will also see how to remove an assigned cash advance from an expense report. To begin, from the My Tasks section, select the expense report that you want to add the cash advance to. If there are approved available cash advances, you will see a message display at the top of the expense report. Note that you can also access approved cash advances from the Report Details > Manage Cash Advances menu. For this example, select View, and then select Add. From the Available Cash Advances pop-up window, select the check box for the approved cash advance, and then select Add To Report. The cash advance is now added to your expense report. Select Close. After assigning the cash advance to the report, start adding your expenses. Your system might be configured in one of two ways: To allow a cash advance balance, or to require cash advance returns. Cash advance balances allow you to carry forward any unused portion of a cash advance and use it on a future expense report. The balance is determined by the the amount of cash or out-of-pocket expenses that you enter on the report. When you submit your expense report for approval, the system will notify you if you are required to enter a cash advance return. Next, you will see how to remove an assigned cash advance from an expense report. First, select the cash advance that you want to remove. On the Cash Advances screen, select the appropriate check box, and then select Remove. In the Alert pop-up window, select Delete to confirm that you want to remove the cash advance, and then select Close. The cash advance has been removed and will no longer appear on your expense report.