Autotask PSA: Can you add a cash advance to an existing expense report?

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Question

Can you add a cash advance to an existing expense report?

Environment

  • Autotask PSA

Answer

Yes. You can edit the expense report to add the cash advance provided that you have not yet submitted the expense report.

To add the cash advance if your expense report approver rejects the report:

1. Place your cursor over the Autotask logo on the home page and navigate to TIMESHEETS → Expense Reports.

expense1.pngFigure 1: Expense Reports (click to enlarge)

2. Enter the amount of the cash advance in the Cash Advance Amount box.

cash.pngFigure 2: Cash Advance (click to enlarge)

3. Click Save & Close.

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