The Mass Payouts section displays and allows you to mark all of the created payouts as paid, with the ability to group payouts by Vendor, by Group, by Type, and by Bank.
To access the list, go to the Vendor Management > Mass Payouts section.
- The “Payouts By Vendor” tab allows you to view the list of all the payouts grouped by Vendor and their payment data.
- The “Payouts By Group” tab allows you to view the list of all payouts by Vendor groups.
- The “Payouts By Type” tab allows you to view the list of all the payouts grouped by all of the available payment methods.
- The “Payouts By Bank” tab allows you to view the list of all the payouts by each bank.
Each list contains the following information:
- Project: The name of the project in the system.
- Group: The Vendor group.
- Bank: The name of the bank.
- ID: The serial number of the payout in the system.
- Number: The identifying number of the payout for the Vendor.
- Created: The date the payout was created.
- Vendor: The name of the Vendor for which the payout was created.
- Amount: The total payout amount.
- Type: The payment method.
- Payment Status: The status that indicates whether the payout has been paid.
- Period: The period for which the Vendor is paid.
You can narrow down the search results by using the “Payment Type” and “Creation Date” filters.
To view more detailed information on the specific payout, select the record from the list and click the “View Details” button in the “Actions” column.
To mark the payout blank as paid, select the record from the list and click the “Mark As Paid” button in the “Actions” column. Fill in the following information in the pop-up window:
- Payment Type: Select the corresponding type of payment from the drop-down list.
- Bank: Select the bank.
- Description: Enter any additional information.
To send a copy of the payout form to the Vendor, check the “Send Email with PDF to Vendor” box. Click the “Save and Mark As Paid” button to complete the payment.
To adjust the payout amount, select the payout record from the list and click the “Adjustment” button in the “Actions'' column. Fill in the following information in the pop-up window:
- Adjustment Date: Select the specific date for the payout amount adjustment.
- Amount: Enter the amount you would like to add to the payout total. To reduce the payout amount, use a negative number (e.g., -500).
- Description: Enter any additional information for the adjustment record.
To round up the payout amount, tick the “Add Inverted Transaction” checkbox. The odd amount will be added to the next payout period.
Click the “Add Adjustment” button to complete the action.
To mark all of the payouts as paid using the same payment method, select the corresponding block of the payouts from the list and click the “Mark all as Paid” button. Select the bank and click the “Save and Mark as Paid” button in the pop-up window to complete the action.
Note: The "Mark all as Paid" button is available only via the "Payouts by Type" and "Payouts by Bank" tabs.
