Creating a Money Return from the Cash Advances Report

If a user has a Cash Advance Balance available, Money Returns may be created directly from the Cash Advances Report by an Accountant. This article will show you how to create a Money Return for an employee directly from the Cash Advances Report. 

1. On your Certify homepage, click Reporting

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2. Select the Cash Advances Report. 

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3. Use the search parameters to generate the report. Click Submit

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4. Click the hyperlink to create the Money Return. 

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5. Enter a value for the Money Return. Click Next.

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6. The Money Return Wizard will create the expense. Click Next to complete the Money Return. 

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7. An expense report will be created and automatically approved and processed. 

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An email notification will be sent to the employee that the Money Return was processed and the new Money Return will now reflect on the Cash Advance Report.

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In addition, the employee's Cash Advance Balance will reflect the reduction from the Money Return. 

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