How to: Enter a Petty Cash Advance

Step 1: Select your vendor, or petty cash recipient NOTE: If you don't see the vendor you are looking for, you may click ADD NEW VENDOR.

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Step 2: Enter your transaction date and effective date.

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Step 3: Enter "$0.00" for Amount Spent.

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Step 4: Enter a description.

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Step 5: Enter the advance amount

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Step 6: Select whether you are issuing an advance via cash or check. NOTE: If you select 

"Check", after the advance is posted, a PC Advance Check will able to be printed via Bill Payments.

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Step 7: Click Submit. 

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