How to See Payment Issues/Errors (Everlance Payments)

As an Admin, you can quickly identify payment errors from the Reimbursements section of the Team Dashboard. This helps you stay on top of any failed or pending payments so that you can resolve them and ensure your team is reimbursed on time.

Step 1: Go to the 'Reimbursements' section in your Team Dashboard.

Step 2: Use the filters at the top to sort your pay-periods by 'Payment Issues'. 

Step 3: You can narrow down your view by filtering for specific types of payment issues:

• All payment issues – Shows pay periods that have at least one report with either a Payment Pending or Payment Failed status.

• Payment pending reports – Shows pay periods that include at least one report still waiting for payment to process.

• Payment failed reports – Shows pay periods that include at least one report where the payment was unsuccessful.

ℹ️ Note: When a pay period has reports with pending or failed payments, the pay period status will display as Partially Paid.

Step 4: To get more details about payment issues, hover over the red icon next to the pay period. A message will appear showing the reason for the issue such as: 

• Failed payments – one or more reports could not be paid.

• Pending payments – one or more reports are still processing due to direct deposit not being set up. 

• Insufficient wallet funds – the approved total is higher than the balance in your Wallet.

• Missed deadline – the pay period is past its payment deadline.

You also have several actions available to help resolve payment issues, including viewing reports with failed payments to see which ones didn’t process successfully, checking which team members haven’t set up direct deposit, and quickly depositing funds to your Wallet to cover any shortfalls for pending or failed payments.

That’s it! Now you know how to identify and resolve payment issues before they delay reimbursements for your team. By keeping an eye on failed or pending payments, wallet balances, and payment deadlines, you can ensure your team gets paid smoothly and on time.