Create advance return

Once all expenses related to your trip have been created, coded and the expense report created, use the print expense report function to view how much is due to you, or if you have to return an amount to your organization. If you are required to return some funds to your organization, then use the New Advance Return functionality.

Advance returns can only be created if the following conditions are met:

• a travel advance exists on the requisition,
• it is created on the first expense report for the requisition,

  and

• the expense report hasn't been submitted.

To create an advance return:

1. In the Expense Report Details screen for your expense report, click New Advance Return.

   The New Advance Return window displays.

2. Enter the Advance Return Amount. This is the same as the amount displayed in your printed expense report, but without the negative symbol. You cannot return more than your (adjusted) advance amount.
3. Click Save.

   The advance return is now linked to your expense report.