Datto 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

  • Datto 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:

  • My... → Timesheets → Expense Reports → Right Click → Edit → Cash Advance
    Autotask Menu → Timesheets > My... → Expense Reports → Right Click → Edit → Cash Advance

For more information, visit the article mentioned in the Additional Resources section below. 

Additional Resources


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