How do I enter a salary advance before payroll is generated?

Open Payroll Advances, select the staff member, enter the advance amount and reason, save it, then confirm payroll will reflect it during generation.

Help Center Categories Commissions & Payroll Record Salary Advance
Answer

Open Payroll Advances, select the staff member, enter the advance amount and reason, save it, then confirm payroll will reflect it during generation.

Before you start

  • Know the staff member, amount and approval behind the advance.
  • Enter advances before payroll generation whenever possible.
  • Keep the payroll period in mind so the deduction lands in the correct cycle.

Step-by-step guide

  1. Open Payroll Advances and locate the staff member receiving the advance.
  2. Enter the amount, date and reason or approval note.
  3. Save the advance and review the record to confirm it is attached to the correct employee.
  4. Use Payroll later to confirm the advance is reflected in the generated period.

How to confirm it worked

  • The advance belongs to the correct staff member and period.
  • The amount and reason are clear for finance review.
  • Payroll can pick up the advance during salary generation.

Common mistakes

  • Entering the advance after payroll is already generated.
  • Assigning the advance to the wrong staff record.
  • Saving an advance without a clear reason or approval note.

Do this in Cellivo

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