Wayflyer - What info do I need? | Finaloop Help Center

Wayflyer - What info do I need?

Written by Emily Burrows
December 12, 2023

To accurately record your loan payments and interest, please follow these instructions to retrieve the required loan documents:

  1. Obtain the PDF loan agreement by contacting Wayflyer via their support chat or through your Wayflyer customer success representative.

  2. Obtain the Wayflyer Transaction Statement by following these steps:

    1. Log in to your Wayflyer account and go to Financing > Statements.
    2. Generate a statement for the period starting on January 1 of the year before your Books Start Date in Finaloop, and ending on the current date. For example, if your Books Start Date in Finaloop is January 1, 2023, generate a statement for the period starting on January 1, 2022, to date. To do that, click on “Select date range”, then select “Custom”, and set the required dates.
    3. Click "Generate statement" to download the Wayflyer Transaction Statement in Excel format.

  3. Upload both the PDF & Excel files to Finaloop.