Requesting a Cash Advance

Our Cash Advance feature provides a way to request cash advancements prior to incurring reimbursable expenses. A Cash Advance Balance is presented on the Emburse Professional Home Page. Reimbursable expenses will draw down the Cash Advance balance. This article describes how to request a Cash Advance in an expense report through Emburse Professional. 

1. On your account homepage, use the New Expense Report button to create a new report for the cash advance request.

   

2. Select Start with a blank expense report. Click Next.

   

3. Enter a Name and Date Range for the request. Click Next.

   

4. Click Add from My Emburse Professional Wallet to attach any documentation if required.

   

5. Click edit or use the Cleanup Wizard to enter the details of your request.

   

6. In the Add Expense box, select a Cash Advance category and enter the Amount of the Cash Advance you would like to request. Click Save.

   

7. Click Submit for Approval. 

   

8. Once the expense report is approved and processed, the Cash Advance Balance will appear on your Home Page. You should receive the funds through an internal process at your company.

   

   Any reimbursable expenses submitted in the same expense report as a Cash Advance request will not be counted against the Cash Advance's balance. 

9. All Reimbursable expenses submitted will draw down your Cash Advance Balance and will be deducted from the total reimbursable amount, until all of the cash advance balance has been used. Click the Cash Advance Balance link on your homepage to view details on your cash advance activity.