Batching a group of employee payments, ETP's or invoices.

If you process a lot of pays or invoices for your clients you may consider batching your payments, thereby making it easier to report on a group of invoices.

For example you can group all your pay's made in September than each respective week (if your business pays weekly).

If you'd like to know more about how superannuation batches worked, check out our helpful Pay Super article.

Turning on batching in your foundU platform

To turn on batching for use in your foundU platform:

  1. Navigate to the hamburger icon to open the full menu and select Platform Settings > System settings.
  2. Then locate Enable batching and switch the toggle to Yes and save. Now you'll be able to see batching options when you pay your employees and issue invoices to your clients.

 

Using batches when paying your employees
When paying your employee's, you'll now see extra batching options when you select generate pay.
  • You'll see a drop down box where you can add the payment to an existing batch or
  • You can create a new batch and add a label for that batch e.g. #100: 2020-10-28

Batching your Eligible Termination Payments (ETP's)
When you process a Eligible Termination Payment (ETP), you'll also have batching options display.
  • You'll see a drop down box where you can add the payment to an existing batch or
  • You can create a new batch and add a label for that batch e.g. #100: 2020-10-28

Using batches when invoicing your clients
When issuing your invoices, you'll be able to select your Batch Allocation.
  • You'll see a drop down box where you can add the payment to an existing batch or
  • You can create a new batch and add a label for that batch e.g. #100: 2020-10-28

Batching in reports
When running your Advanced Payroll Activity report, you'll be able to group by your batches (from Pay, ETP's and Invoices).

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