9.2 Attaching Documents to a Cash Advance

Purpose: Use this document as a reference on how to attach documents to an existing cash advance in ctcLink.

Audience: All travelers

Attaching Documents to a Cash Advance

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

When attaching large document to a cash advance, please create and save the cash advance prior to attaching the large document.

  1. The Cash Advance search page displays. Select the Find an Existing Value tab.
  2. Optional to use the 'Search by:' drop down menu and select:
    • Advance Description
    • Advance ID.
    • Advance Status.
    • Creation Date.
    • Empl ID.
    • Name.
  3. Select the Search button to select the pending Cash Advance from results.
  4. The Modify Cash Advance page displays. Optional to make edits if needed in editable/open fields.
  5. Select the Attachments link.
Select the Attachments link
  1. The Cash Advance Attachments window displays. Select the Add Attachment button.
  2. The File Attachment window displays. Select Choose File button.
  3. Browse and select the document to upload and select the Open button.
  1. The File Attachment window disappears.
  2. The updated Cash Advance Attachments window displays.
  3. Enter Description.
  4. Select OK.
updated Cash Advance Attachments window
  1. The Cash Advance Attachments window disappears.
  2. Select Save for Later.
Create Cash Advance window
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial via Panopto

View the link to Attaching Documents to a Cash Advance. This link will open in a new tab/window.

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