ctcLink Reference CenterExpenses Expenses - 29Creating a Cash Advance Request - 29b

Creating a Cash Advance Request - 29b

Purpose: Use this document as a reference for how to create a Cash Advance Request in ctcLink

Audience: Finance Staff

Creating a Cash Advance Request

Navigation:  Main Menu > Employee Self-Service > Travel and Expenses > Cash Advances > Create/Modify

Note: A Cash Advance can also be created at the time of Creating a Travel Expense.

  1. Depending on your role, the Empl ID will default into the field. If you are authorized to enter a cash advance on behalf of someone else, then you will need to look up the Empl ID first.
  2. Click the Add button.
Add a New Value tab
  1. On the Create Cash Advance page, click the Business Purpose dropdown and select appropriate purpose.
  2. Click Advance Description and enter appropriate information.
  3. Click the Source dropdown and select appropriate item.
  4. Enter appropriate information into the Description field.
  5. Enter the appropriate information into the Amount field.
  6. Select the checkbox to certify that the advances submitted are accurate and comply with local expense policy.
  7. Click the Submit Cash Advance button.
Create Cash Advance
  1. Expense Report Submit Confirm page appears. Click the OK button.
Submit Confirmation
  1. The Cash Advance Report number has been assigned and forwarded for approval.
View Cash Advance

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