Tag: Advances

Sending an electronic advance through EFS is nearly identical to sending one through ComData. The main differences that you will see is the logo on the screen and the ‘Issued To’ field becomes required. Other differences you see are on the back-end of maintenance for the advance – EFS does not offer the Block and Un-Block features; and you can now void the remaining balance of an advance where before you could not void it if it had been partially cashed.

Let’s take a look at the steps involved to send (issue) an EFS MoneyCode.

1. From the Loads grid, go to the Load Tracking screen for the Load you wish to issue an advance for. (You can do this by clicking the Load Number directly.)
   
2. Click on the ‘Advances’ Tab.
   
3. Click on the ‘+ Issue New’ button.
   
4. To send an Advance to a recipient’s cell phone #:
   1. Enter the Amount, Issued To, Mobile Number and Memo (optional).
      
   2. Click ‘Next’.
      
   3. Click ‘Issue Advance’.
      
   4. A notification will appear in the lower right corner notifying you of a successful issuance.
      
5. To generate the MoneyCode to send without a cell phone #:
   1. Enter the Amount, Issued To, and Memo (optional).
      
   2. Uncheck the ‘eDelivery’ box.
      
   3. Click ‘Next’.
      
   4. Click ‘Issue Advance’.
      
   5. The MoneyCode will now show on the screen. You may either read this code to the recipient or copy and paste it into an email. Click ‘Close’ when finished.
      

 

You have now successfully sent an EFS MoneyCode.