Once you have approved your payment requests you can export a payment request report and send it to payroll to be processed.

Exporting a list of payment requests - a step-by-step guide:

Step 1: In the 'payments' area of your portal click the box at the top of your list of payment requests next to the 'Date' column.

Step 2: From the drop-down menu that appears, choose whether you would like to export 'All', 'All pending' or 'All approved' payment requests.

Step 3: Scroll to the bottom of the page and select 'Export CSV' from the menu that has appeared:

Step 4: A spreadsheet of the payment requests with their status will automatically download to your computer. Save the spreadsheet and send it to payroll via your usual communication methods. We also recommend that you ask payroll to notify you when the payment has been made so that you can mark the requests as paid.

If you have any questions regarding this feature or any others please get in touch by clicking on the chat icon in the bottom right of your screen.

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