Expenses: Adding a Cash Advance

When you know you will need funds in the future, you should send a request by adding a new cash advance.

1. Click in the ribbon

2. Click Finance

3. Click Expenses

4. Click Items

5. Click in the upper right hand corner

6. Click Cash Advance

7. Select date by which the cash advance is needed

8. Describe the check advance

9. Input amount needed

10. Click Choose a project

    • Select a project

11. Click Choose an expense type

    • Select an expense type

12. Click Save