Mass Payouts
A mass payout is a single operation that creates multiple payouts. You can create a mass payout using the Client Portal 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.
Mass Payout Management
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Understanding Mass Payouts
Learn about creating a mass payout.
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Downloading a Sample Mass Payout File
Download a sample file for a mass payout.
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Creating a Mass Payout File
Create your mass payout file based on the sample file.
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Uploading CSV Files for Mass Payouts
Upload your mass payout file to the Client Portal.
Mass Payout Reports
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Viewing Mass Payout Reports
View a list of mass payout reports.
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Previewing Details of a Mass Payout Report
Preview a list of details of a mass payout report.
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Downloading Mass Payout Reports
Download your mass payout report.
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Download Summary of Mass Payout Reports
Download a summary report of the mass payout reports.