SettleWisePayoutsGuide advances
CX-02Understand funding

Funded means the guide owes, not that cash moved

"The advance is funded, so why didn't the register move?"

Track

Guide advances

Phase

Understand funding

Starts with

Funded advance, register unchanged

Ends with

Debt and cash read apart

Compare advances funded in different ways.

Before you start

Sign in as
Finance with permission to create payouts, in an organization that uses Trailhead guides
Starting state
Funded advances, at least one funded from a supplier bill

Run the scenario

  1. 1AccountingSettleWise · Treasury → Payouts → Guide Advances

    Open a cash advance and an advance funded from a bill.

    Expected evidence

    The cash advance links to its payout; the bill advance links to the bill and shows the supplier payment still outstanding.

Scenario completed

Debt and cash read apart

Understanding
Funded means paid today→Funded means the guide owes

If it does not match

  • If the bill advance shows the supplier payment as settled, the lodge already paid the supplier; the guide still owes the advance.