Purpose

This guide walks through the process of requesting a Cash Advance in Concur.

Employees who will be paid via ACH will now be able to submit requests for cash advances, and reconcile those advances, through Concur. Employees who need their advances wired internationally and students will be required to follow a manual process outside of Concur.

Cash Advances must be reconciled within 30 days after the Event End Date. If the event has been delayed, or you anticipate the date changing, you should contact Procurement Solutions (procurementsolutions@uchicago.edu) to request an extension.  

Cash Advances will be issued as outlined in Policy 1214: Non-Salary Cash Advances.

You must set up your banking information in Oracle before requesting a Cash Advance.

Request a Cash Advance

1. Log into SAP Concur and select Start a Request.

2. Select *Cash Advance from the Request Policy dropdown menu.

3. Add an Event Name and Reason for the Cash Advance.

4. Select Event Start and End Dates.

5. Select Create Request.

6. Open the Request Details dropdown

7. Select Add Cash Advance.

8. Add the Cash Advance Amount.

9. Select Submit.

10. Select Submit Request.

 

You have now completed the process of requesting Cash Advance.