Get the free Cash Advance in Concur Travel and Expense

Quick Reference Card Cash Advance in Concur Travel and Expense Cash advances are requested in the Travel Request, and reconciled through an Expense Report. This QRC shows how to request a cash advance,

How to fill out cash advance in concur

How to fill out cash advance in concur?

1. Log in to your Concur account using your username and password.
2. On the home page, click on the "Cash Advances" tab or navigate to the "Cash Advances" section.
3. Click on the "New Cash Advance" button or a similar option to start a new cash advance request.
4. Fill out the necessary details such as the purpose of the cash advance, the amount needed, and the dates of the advance.
5. If required, specify the expense type or category for the cash advance.
6. Attach any supporting documentation or receipts that may be necessary for approval.
7. Review all the information entered to ensure accuracy and completeness.
8. Click on the "Submit" button or a similar option to submit your cash advance request for review and approval.

Who needs cash advance in concur?

1. Employees who travel frequently for business purposes and require cash for various expenses such as meals, transportation, or accommodation.
2. Individuals attending conferences, seminars, or workshops that require upfront payment or expenses that cannot be charged directly.
3. Employees who need to make business-related purchases or payments where usage of credit cards or other payment methods is not possible or preferred.
4. Individuals who are participating in company-sponsored events or activities that require upfront funding for the expenses incurred.
5. Any employee who requires an advance on their salary or funds for personal reasons, subject to company policies and guidelines.

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What is cash advance in concur?

Cash advance in Concur is a feature that allows employees to request a pre-approval for expenses that will be incurred during a business trip.

Who is required to file cash advance in concur?

Employees who are going on a business trip and need funds in advance to cover expenses are required to file cash advance in Concur.

How to fill out cash advance in concur?

To fill out cash advance in Concur, employees must log into the platform, enter the necessary information, such as trip details and estimated expenses, and submit the request for approval.

What is the purpose of cash advance in concur?

The purpose of cash advance in Concur is to provide employees with the necessary funds in advance to cover expenses during a business trip, ensuring smooth travel and expense management.

What information must be reported on cash advance in concur?

Employees must report trip details, estimated expenses, and any other relevant information required by the company's travel and expense policy when filing cash advance in Concur.