Payout via Dashboard

Create Single Payout Transactions

Assign Roles and Team Members

Before creating Payout, you need to assign Maker and Approver roles by:

1. Log in to your Dashboard using the Admin Account

2. Click Settings and choose Team Members

   
3. Click Add New Member

   
4. Assign Member Name, Email, and Role you want to invite

   
5. The invitation link will be sent to the assigned Email

Create Single Payout Transaction

1. Log in to your Dashboard using your Maker Account

2. Navigate to Domestic Payout and click Create Payout

3. Choose Single Transaction

   
4. Fill in Beneficiary Account Information, then click Check Account to validate

5. Fill Amount to be sent, Unique Reference ID, and Remarks to be shown in the Beneficiary statement

   
6. Then, Create and Confirm the Single Payout

   

Review and Approve

1. Log in to your dashboard using your Approver Account

2. Navigate to Domestic Payout and click Approval

3. Click View Single Transaction on the Waiting for Approval section

   
4. Review and check the transaction you want to approve or reject

   
5. Confirm and input your PIN to continue the Payout

   

   

Create Bulk Payout Transactions

Assign Roles and Team Members

Before creating Payout, you need to assign Maker and Approver roles by:

1. Log in to your Dashboard using the Admin Account

2. Click Settings and choose Team Members

   
3. Click Add New Member

   
4. Assign Member Name, Email, and Role you want to invite

   
5. The invitation link will be sent to the assigned Email

Create Bulk Payout Transaction

1. Log in to your Dashboard using your Maker Account

2. Navigate to Domestic Payout and click Create Payout

3. Choose Bulk Transaction

   
4. Download Bulk Template

   
5. Open the Bulk Template and navigate to the Template Sheet

6. Fill Unique Reference ID, Amount to be sent, Beneficiary Account Information, and Remarks to be shown in the Beneficiary statement

   
7. Upload the Bulk Template and click next

   
8. Click Validate Bank Account

   
9. Upload and Confirm

   

Review and Approve

1. Log in to your dashboard using your Approver Account

2. Navigate to Domestic Payout and click Approval

3. Click View Bulk Transaction on the Waiting for Approval section

   
4. Choose the Batch ID you want to process

   
5. Review and check the transaction you want to approve or reject

   
6. Confirm and input your PIN to continue the Payout