Expected Payments

Expected Payments is a tool designed to ensure your incoming bank transfers settle into your account smoothly and without delays.

Below is a step-by-step guide to logging an expected payment via the Web Dashboard or the Moneff Mobile App.

Using the Web Dashboard

Step 1: Locate the Feature

1. Log in to your Moneff Web Portal.
2. On the left-hand navigation menu, click Accounts and select the specific currency account you are expecting the funds to arrive in (e.g., EUR).
3. Look for the "Waiting for a payment to arrive?" prompt box located underneath your main account balance, and click the "Notify us about a payment" link.

Step 2: Fill Out the Transfer Details

A pop-up window titled "Notify us about an expected payment" will appear. Fill out the following fields:

1. Counterparty name: Enter the exact legal or business name of the person/company sending you the money (e.g., Name LTD).

2. Expected amount & Currency: Type the payment amount and make sure the correct currency is selected in the dropdown.
3. Description (Optional): Enter an internal note for yourself, such as the related Invoice Number (e.g., INV-2026-04).
4. Supporting documents (Optional): Drag and drop your official invoice or billing agreement into the upload portal.
5. Click the Save button at the bottom of the form. 

Step 3: Managing Open Claims

Once your claim is successfully logged, you can track its lifecycle or make adjustments directly from your main interface.

• Locate the Active Queue: Look at the bottom-left column of your main Accounts page, directly beneath your active currency accounts, to find the "Expected payments" ledger.

• Open the Specific Record: Click directly onto the pending transaction name you wish to inspect (for example, clicking on Name LTD).
• Editing: To update your instructions, click the Edit details button featuring the small pencil icon at the top of the panel. This re-opens the intake form so you can adjust the estimated amount, update the description line or upload a new supporting file.
• Cancellation: Click the red Cancel expected payment button at the top right of the panel. This instantly removes the record.

Using the Moneff Mobile App

Step 1: Locate the Feature

1. Open your Moneff app to the main Home screen.
2. Select any currency account (e.g., GBP or EUR) from the top menu.
3. Beneath your available balance, tap the Details button.
4. On the following screen, tap the blue banner saying: "Expecting a payment? Tell us — we'll match it for you".

Step 2: Fill Out the Transfer Details

Once the "New expected payment" screen opens, fill in the details of your incoming transfer:

• Counterparty name (Sender): Enter the legal or business name of the paying customer. 

• Currency & Amount: Select the correct incoming currency from the dropdown and type the exact expected amount.
• Description (Optional): Add a personal reference note, such as the Invoice Number. 
• Supporting documents (Optional): Tap Upload a document to attach your digital invoice directly from your smartphone's files.
• Once everything is filled out, tap the  Save button at the bottom of your screen.

Step 3: Managing Open Claims

Once your first expected payment is logged, a new "Money coming your way" widget will automatically appear on your main Home screen under the Transactions section.

• Tap this widget to view your list of active expected payments.
• Tap on any specific payment in your list to open its details page.
• To edit your instructions, click the Edit details button featuring the small pencil icon at the top of the panel. This re-opens the intake form so you can adjust the estimated amount, update the description line or upload a new supporting file.
• To delete the record entirely, tap the "X" icon labelled Cancel.
• You can also access this list at any time by tapping the More icon in the bottom right navigation bar and selecting Expected payments from the menu.