A mass payout is a single operation that creates multiple payouts. Using the Client Portal, you can create a mass payout and view a report of the payout results.
Uses for mass payouts include:
- Employee salaries
- Pension transfers
You must have Owner or Administrator privileges to manage mass payouts.
You can do the following:
- Understanding Mass Payouts - Learn about creating a mass payout.
- Downloading a Sample Mass Payout File - Download a sample file for a mass payout.
- Creating a Mass Payout File - Create your mass payout file based on the sample file.
- Uploading CSV Files for Mass Payouts - Upload your mass payout file to the Client Portal.
- Viewing Mass Payout Reports - View a list of mass payout reports. Preview a mass payout report.
- Previewing Details of a Mass Payout Report - Preview a list of details of a mass payout report.
- Downloading Mass Payout Reports - Download your mass payout report.
- Downloading Summary of Mass Payout Reports - Download a summary report of the mass payout reports for a specific range of dates.
Updated 24 days ago
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Understanding Mass Payouts |