Step 1: Navigate to Bulk Payouts, click “New Payment” and select the template you want to use from the drop-down menu e.g. “Send Money”.
Step 2: Populate the Team and Add a note, then click “Download Send Money template.”
Step 3: Populate the required information on the downloaded excel file as shown below.
Step 4: Upload the file by clicking inside the area labeled “Drag & Drop excel file here” and click on “Initiate”.
The Approver will receive a notification to log in and approve the payment.
Step 5: Approval is done from the “Pending” page by clicking on “Approve” as shown below. Once approved, the batch will reflect under “Approved”.
NB: You can regenerate the bulk payout by clicking on “Reuse Payout.”
You have the option to initiate the bulk payout as is, or download the file, edit, upload, and initiate.
