Record a payout first, then fund the advance from it.
Before you start
- Sign in as
- Finance with permission to create payouts, in an organization that uses Trailhead guides
- Starting state
- A guide's advance request showing Requested, sent from the Trailhead app (Account → Request personal advance)
- Also needed
- A completed USD quick payout for exactly the requested amount, with no line items
Run the scenario
- 1AccountingSettleWise · Treasury → Payouts → Guide Advances
Click Fund, pick Already paid (payout on record), choose the payout, and click Fund advance.
Expected evidence
The request shows Funded with Open payout; no new payout exists and the register balance is the same as before.
Scenario completed
Advance linked to that payout
- Guide debt
- Nothing owed→Owes USD 98
- Payout account
- Expense→Guide advances account
If it does not match
- If the payout isn't listed, check its amount, currency, and status, and that it doesn't already pay a bill or another advance.