To view expense advances in Core Expense, you need to generate a report on expense advances using Insights. To do this, follow the steps below in Portal.
From the dashboard menu, select Insight.
Click Actions then click Create Report
In the Name field, provide a name for the report.
Click OK.
From the Add drop-down menu select Column.
From the Filter Columns By View drop-down menu, select any of these views to report on expense advances.
Advance detail (Expense)
Advance temp (Expense)
Ex advance temp (Expense)
Data validation ex expense group.
In the Search field, search for the column you'd like to view on the report.
After you've finished adding the columns, click OK.
Click Actions then click View Mode.
Click Refresh Data and this will display the advance report data.
If no data is returning in the insight report, you will need to grant the user pay group access.
Note: When creating a report, Insight views cannot be mixed together. For instance, in the advance detail (Expense) view, only the accessible data may be accessed through the search data box. You cannot include more views in the same report, such as Advance temp (Expense).