Real Time Advances
To access tab: Rate & Pay-> Real-Time Advances
This feature will allow advances to be assigned on the fly when needed and is available through second-tier integration within the TMS.
The image below will allow the user to view the real-time advances being processed within the system currently, while letting the user search and filter to find particular results.
User may also Load EFS card, Issue EFS money code, View EFS rejections, Load Comdata Express Cash, and Issue Comdata Express Cash from this tab.
Both EFS and Comdata options will appear on this screen. Depending on your integrations, you will have the ability to utilize one or the other, or both.
The image below shows the process of issuing a money code.
Field | Description |
Account | The account paired with the money codes. |
Contract | The company associated with the money codes. |
Money code | Money code |
Money code Id | Money code Id |
Amount | How much is needed for this transaction. |
Reason | What is the purpose of the money code. Each option with prompt the user to fill in the corresponding information in the Recipient section by outlining the field in red. |
Recipient Section
The information in this area will be needed to pair with the money code. The fields can be entered manually or use the lookup tool to assist.
Notes Section
Use this field to add any details that may be prudent to the circumstances of issuing the card.
The image below shows the process of loading an existing EFS card. User will fill out the information and will be prompted to fill out the required information by the field being highlighted in red.
Voided money codes will NOT be imported with your daily batches. A note will be added to the batch if any voided codes were ignored. These will need to be handled manually