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Managing Admin Accounts
- How do I assign permissions to my managers?
- How do I get Manager or Admin Permissions?
- How do I change my Manager login email or username?
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Back Office Locations / Inventory / Supply Orders
- How do I close my Instant Financial account?
- How Can I Transfer Account Ownership to Franchise Operators?
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Processing Payroll, Off-cycle or Tips
- Payrun Upload User Guide
- How do I process Instant Tips Payments?
- How do I process payroll for my employees?
- How do I process General Payments?
- What are General Payments used for?
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Transaction History
- How do I reverse a transaction?
- What do the statuses indicate on the Transaction History screen?
- What do I do if a payment fails?
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People & Employees
- What if there is an employee pending that I don't recognize?
- What do I do if an employee profile does not have an Employee ID or Clocking ID?
- What if I can't find the list of new employees that need to verified?
- How do I see recent employee activations and new accounts created?
- Everything you need to know about re-hires
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Reporting
- Understanding the Outstanding Instant Pay Report
- Understanding the Daily Tips Report
- Understanding the Float Activity Report
- The Settlement Report
- The Payments Report
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US Cardholder FAQs
- How do I transfer money from my Instant account to my bank account?
- How do I check the balance on my Instant account?
- Where can I make purchases with my Instant Card?
- Can you explain the details of a Real Time Bank Transfer (RTBT)?
- Why is my Instant Pay turned off?