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. 

Step 1: On your Certify homepage, click Reporting. 

Step 2: Select the Cash Advances Report. 

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

Step 4: Click the hyperlink to create the Money Return. 

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

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

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

An email notification will be sent to the employee that the Money Return was processed.

The new Money Return will now reflect on the Cash Advance Report.

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