This workflow describes how to assign matched bank payments to specific crew members in the system.
1. Access Slip Upload
- Navigate to the Slip Upload tab from the app sidebar.
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.
3. Upload the Slip