Fund a small request with cash.
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
- An active USD register and the guide advances account connected in Trailhead Settings
Run the scenario
- 1AccountingSettleWise · Treasury → Payouts → Guide Advances
Click Fund on the request, keep Cash from a register, pick the USD register, and click Fund advance.
Expected evidence
The request shows Funded, the register is lower by the amount, and the payout appears in Payouts on the guide advances account.
Scenario completed
Funded advance
- Guide debt
- Nothing owed→Owes the requested amount
- Register balance
- Before the advance→Lower by the advance
If it does not match
- If Guide Advances doesn't appear, the organization doesn't use Trailhead.