Seba asks for USD 98 for radios. Finance already paid the shop and recorded that payout.
Track
Guide advances
Phase
Fund the request
Starts with
Payout made before the funding
Ends with
Advance linked to that payout
The money already left a register. Funding must record the guide's debt without moving the register a second time.
Finance clicks Fund on the request after the payout exists.
Use it when the purchase was paid and recorded in Payouts before the funding.
Only completed USD payouts for the same amount appear. Payouts that pay a bill, a guide settlement, or another advance don't.
If the payout was on an expense account, SettleWise warns that funding moves it to the guide advances account.
The impact says no new payment is created and the register doesn't change again. This is the key moment of the journey.
From now on the payout is corrected only through Guide Advances.
Owns money movement, registers, and reconciliation.
Requests advances in Trailhead and repays them from earnings.
Automates emails, matching, reminders, and sync.
The request, how the money left, and the guide's debt before and after.
Why: Record what the guide owes without counting money twice.
The request status and the personal advance debt in the Trailhead app.
Why: Know what was given and what is still owed.
Money leaves a register once. A payout funds at most one advance.