TrailheadGuide Accounts & PaymentsPersonal advances
GA-01Request and resolutionNo assistant eval · Coverage unknown

Request a Personal Advance

A guide requests a USD personal loan from Trailhead Mobile. Finance receives an action-required notification in SettleWise and either funds or rejects the request. The request itself does not change the Guide account; funding creates guide debt and a financial movement without mixing it with earnings, expenses, or reimbursements.

Track

Personal advances

Phase

Request and resolution

Starts with

Guide needs a USD personal advance

Ends with

Request funded or rejected with an explainable result

Use safe non-production guide accounts to verify request creation, the SettleWise notification, and both resolution paths without exposing private data.

Before you start

Guide
A sample guide with an active season account
Finance
A reviewer with an active USD funding source and the guide's debt account

Run the scenario

  1. 1GuideTrailhead Mobile · Profile > Account > Request personal advance

    Submit a safe USD amount and reason once, then return to Account.

    Expected evidence

    The guide receives confirmation, the pending card appears, the request-history badge increases, and no account movement or debt is created yet.

  2. 2AccountsSettleWise · Notifications and Payouts > Guide Advances

    Open the unread notification and locate the request in the table.

    Expected evidence

    The notification opens the actionable request and Fund and Reject are available with the correct request details.

  3. 3AccountsSettleWise · Payouts > Guide Advances

    Fund the request using the default bank-transfer method and confirm the body summary.

    Expected evidence

    The request becomes Funded, its pending mobile card disappears, and a USD payout and guide-debt movement are recorded separately from earnings and expenses.

  4. 4AccountsSettleWise · Payouts > Guide Advances

    With a separate safe request, choose Reject and confirm the standard rejection dialog.

    Expected evidence

    The request becomes Rejected, its pending mobile card disappears, and no payout or financial movement is created.

Scenario completed

Finance has funded or rejected the request.

Advance request
Not submitted→Requested with no financial movement
Advance request
Requested→Funded with guide debt recorded
Advance request
Requested→Rejected with no financial movement

If it does not match

  • Do not fund when the USD funding source or the guide's debt account is missing; resolve that setup before retrying.
  • After an ambiguous timeout, reopen Guide Advances and Account movements before taking the action again.