Previous

Next

Print

Create travel advance

Travel advances can only be created from the Requisition screen if your requisition has not been submitted for approval.

  1. Click Travel Request from your left menu.
  2. In the requisition summary screen, select the requisition that requires the travel advance.

    The requisition details display.

  3. Click New Advance.

    The New Advance window displays.

  4. Enter the details of your travel advance:

    Requested Currency. Select the currency you want the advance in.

    Requested Amount. Enter the amount you require. This cannot be more than the amount of your requisition.

    This amount is converted and displayed in CAD as well, in case you have requested for the advance in a different currency.

    Payment Type. Select the how you want your advance paid to you.

    Reason for Advance. Enter a reason for requesting the advance.

  5. Click Save.

    The travel advance displays in the Advances summary table below the requisition summary.