Name: Slip Upload
Author: captazm

This workflow describes how to assign matched bank payments to specific crew members in the system.

1. Access Slip Upload

2. Select Payment and Crew

In the "Upload Salary Slip" section, click the Payment dropdown.
Select a Matched Payment (Only payments that have been successfully reconciled will appear here).
A list of crew members associated with the payment's client will be displayed.
Duplicate Prevention: Note that crew members who have already been assigned to a slip for this payment will be automatically hidden to prevent duplicate salary assignments. The system will alert you to the number of crew already assigned.
Use the Checkboxes to select the specific crew members that the payment should be distributed to, or click [All] to select everyone.

This workflow describes how to assign matched bank payments to specific crew members in the system.

In the "Upload Salary Slip" section, click the Payment dropdown.
Select a Matched Payment (Only payments that have been successfully reconciled will appear here).
A list of crew members associated with the payment's client will be displayed.
Duplicate Prevention: Note that crew members who have already been assigned to a slip for this payment will be automatically hidden to prevent duplicate salary assignments. The system will alert you to the number of crew already assigned.
Use the Checkboxes to select the specific crew members that the payment should be distributed to, or click [All] to select everyone.