Finance can't give the advance.
Track
Guide advances
Phase
Decide
Starts with
Guide's request
Ends with
Rejected request
The guide needs a clear answer and, ideally, a reason. No money moves.
Finance clicks Reject on a Requested advance.
Open requests (Requested or In review) can be rejected; a Funded one is voided instead.
The guide reads it as it is written.
The request becomes Rejected and no money moves. This is the key moment of the journey.
Nothing is added to the guide's debt.
Owns money movement, registers, and reconciliation.
Requests advances in Trailhead and repays them from earnings.
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.
Rejecting changes no balance.