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.
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.
Download Summary of Mass Payout Reports
Download a summary report of the mass payout reports.
Updated 7 days ago
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