How do I approve Payouts?

To approve a Payout batch, the user will have to be either an Administrator or Manager.

Steps to approve Payouts:

1. Log in to Curlec Portal using an appropriate Administrator/Manager account.
2. Click on the main menu.
3. Select “Payouts” - “View Payouts”.
4. Identify the Payout Batch to be approved. Click on the magnifying glass icon (i.e. View Payout List).
   
   
5. Click “Approve”. 
   
   
6. Tick on the checkbox “Upload Payment File to Bank Server?” for the Payout to be processed upon approval. However, if the "checker" wishes to approve the Payout(s) and have them transferred/processed at a later time, the checkbox may be left unticked (see below for further elaboration).
   
7. Click “Yes”.

Checkbox “Upload Payment File to Bank Server?” left unticked

Payouts are only transferred/processed once the payment file has been transferred to bank server. There may be instances where a "checker" would like to approve a Payout but not process the transaction at the time of approval. If this is the case, then the Batch Status will show "Pending To Transfer (action required)".

Steps to transfer payment file to bank server:

1. Log in to Curlec Portal using an appropriate Administrator/Manager account.
2. Click on the main menu.
3. Select “Payouts” - “View Payouts”.
4. Identify the Payout Batch to be processed.
5. Click on the three-dot icon and select “Transfer to Bank”.
   
   
6. Click “Yes”.

Once the payment file has been transferred to the bank server, the Batch Status will be updated to “Transfer In Progress”.