Recording cash advances

To open a new cash advance form you can either:

1. From the 'Employees & Payroll' module, click on 'New Cash Advance'.



2. From the Employee Form, click on 'Actions' and select 'New Cash Advance' from the drop down menu.

Once you have the form open:

  • Select the Employee (if you opened the form from the Employee's record, the Employee name will already be selected and cannot be changed).
  • 'Date' will default to the current date.
  • Enter the amount for the advance.

When the form is complete click 'Post' to record the cash advance or 'Post and new' to record the current cash advance and load a new form to record another cash advance.


Required fields are labeled with an asterisk ( * ).

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