Expenses, Loans, and Advancly
Use Advancly wallet and payroll funding tools
Advancly tools support company wallet visibility, wallet transactions, temporary payroll funding collection accounts, dynamic accounts, and employee loan settings.
View screen examples (1)
- 1Review wallet onboarding and account status
- 2Open Dynamic Accounts for payroll funding
- 3Generate temporary payroll funding accounts
Use Advancly tools
- 1
Open Admin > Advancly.
- 2
Review company wallet balance and wallet statement where available.
- 3
Generate temporary payroll funding collection accounts for approved payroll runs.
- 4
Review recent dynamic accounts and latest wallet result.
- 5
Maintain Advancly loan application defaults for employee requests.
E-Payroll visibility
- 1
E-Payroll and Advancly payroll tools are shown only for Advancly-enabled company workspaces.
- 2
Companies that are not onboarded for Advancly should use the standard Payroll workspace.
- 3
If E-Payroll is expected but not visible, confirm the company wallet onboarding setting before reviewing permissions.
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