Reports
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See reportsEmployee advances, petty cash and settlement, tracked to the end
An employee asks for an advance before a trip, or for petty cash. Xpense tracks it from the request to the settlement.
How an advance moves
From the request to the settlement
Request
The employee asks for a travel advance or petty cash.
Approval
The request goes through your approval levels.
Tracking
The advance is tracked while it is open.
Settlement
The advance is settled and closed.
In the portal
Every advance in one list
The advances list shows petty cash and travel advances with their amount and status. Advances, petty cash and settlement are tracked end to end.
Advances work in more than one currency, which matters for international trips.
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The advances list in the portal, with demo data.
Records
A timeline for every advance
Each advance has a history: when it was requested, who approved it at which level, and what happened next.
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The history of an advance request, with demo data.
Settled after the trip
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An advance settled after the trip.
Questions about advances
Can employees ask for an advance?
Yes. Advances and petty cash are requested and tracked in Xpense.
How is an advance settled?
An advance is tracked from the request through to settlement, so finance can see what was issued and what is left to settle.
Are advances in foreign currency supported?
Yes. Advances, petty cash and settlement work in more than one currency.
Can I see the history of an advance?
Yes. Every advance has a timeline of its approvals and actions.