Create, modify, or view a cash advance request

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use the Cash Advance Request page to request a cash advance from your employer. You might request a cash advance for several reasons, such as to pay for parking at a sales meeting or if you plan to have lunch with a customer. Value Added Tax (VAT) on purchases that are made with a cash advance is not eligible for recovery.

Note

Depending on your role or the privileges that are assigned to you, you might need to go to your Employee services site before you complete the procedures in this topic.

Create and submit a cash advance request

  1. Click Expenses on the top link bar, and then click Cash advance requests on the Quick Launch.

  2. On the Action Pane, on the Cash advance request tab, in the New group, click Cash Advance Request.

  3. On the New cash advance request page, enter the expense purpose and select the location where the expense will be incurred.

  4. Enter the amount of the request and select the currency.

  5. After you enter the necessary information for the cash advance request, click Save and close.

  6. When you are ready to submit the cash advance request, on the Cash advance request page, click Submit.

Modify a cash advance request

You can modify a cash advance request if it has not been submitted for approval.

  1. Click Expenses on the top link bar, and then click Cash advance requests on the Quick Launch.

  2. In the Cash advance status column, click the cash advance request that you want to modify, and on the Action Pane, on the Cash advance request tab, in the Maintain group, click Edit.

  3. Make the necessary changes to the cash advance request, and then click Save and close.

View a cash advance request

  1. Click Expenses on the top link bar, and then click Cash advance requests on the Quick Launch.

  2. In the Request number column, click the link for the cash advance request that you want to view.