Viewing the Status of a Cash Advance [Approvers Only]
Scenario: You are a Travel and Expense Approver, and you wish to view the status of a
Cash Advance which has been submitted.
Tip: There is a separate Step-by-Step Guide for the Traveler or the Traveler’s Delegate.
1. Log in to PeopleSoft through the Financials Login (https://catalyst.uvm.edu).
2. Click on Travel and Expenses in the menu.
Click the Travel and Expense Center link.
Click the Cash Advance link.
Click the View link. (A page like the one reproduced below will open.)
If you know the Cash Advance ID, type it into the “begins with” field.
[If you do not have the Advance ID, change the Search by field to EmplId or
Name, then type in the correct employee ID or name in the “begins with” field.]
Click the Search button.
If there is only one Cash Advance, that Advance will open for viewing.
(Skip to Step 9.)
Updated 2/3/2009 Page 1 of 3
If you have more than one Cash Advance, a Search Results table will open (see
the graphic below), showing the following information:
The Traveler’s Employee ID #
Cash Advance ID Number
Cash Advance Description
8. Name of Traveler Receiving the Advance
The Status of the Cash Advance
The Date the Request was Submitted
You may sort on any column by clicking on the header for that column.
View the details of any Advance (as in Step 7 above), by clicking on the blue
hyperlink associated with that Advance.
Notice that the status of the Advance will be indicated on the left of the page,
near the top, under the heading General Information. (See the graphic below.)
Updated 2/3/2009 Page 2 of 3
Definition of Terms Commonly Used Under Status:
Pending ....................Not Yet Submitted
Submitted .................Awaiting Approval
Approved ..................OK’d by Departmental Approver
In Process ................Approval by Multiple Departments in Process
Denied * .....................Not Approved (and Effectively Dead)
Paid ...........................Money Disbursed or Ready for Disbursement
Reconciled................Cash Advance is Reconciled with Expense Report
* A Cash Advance which has been DENIED cannot be resubmitted—a brand new
Advance would have to be created.
Notice the Action History section at the bottom of the report. This section
11. contains specific information related to the submission and approval of this Cash
Advance. (See the graphic below.)
12. End of Procedure.
Suggestions/ Updates? Please send an email to email@example.com
Updated 2/3/2009 Page 3 of 3