Manage Pay Out Batches and Funding in the UI

Batches are collections of transactions grouped together to be processed at one time. This guide explains how to manage Pay Out batches and view payout transaction details in the Payabli UI.

To access the Batches screen, navigate to Money Out > Reports > Batches & Funding. This action opens the Batches & Funding view. This is where you can view all Pay Out batches organized by paypoint and date.

For each batch record, you can:

• View transactions within a batch
• Download batch information
• View details for individual transactions
• View vendor information

To see all options for managing an individual batch, click the three-dot menu in the Actions column.

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View transactions in a batch

To view payout transactions in a batch from the UI, follow these steps:

1. Locate the batch you’re interested in (you can filter by paypoint or date), and click the three-dot icon in the Action column.
2. Select View Transactions from the menu.
3. The Batch payments view will open, showing:
   • An overview of the batch at the top with transaction count and total amount
   • The Transaction details section listing all transactions in the batch

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View details for a payout transaction

To view details for an individual payout transaction from the UI, follow these steps:

1. Locate the batch containing the transaction, and click the three-dot icon in the Action column.
2. Select View Transactions from the menu.
3. In the transaction list, find the transaction you want to examine.
4. Click the three-dot icon in the Action column for that transaction.
5. Select View Details from the menu.
6. The Quick View panel will open with detailed information about the transaction.

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Download a batch

To download a batch from the UI, follow these steps:

1. Locate the batch record you want to download.
2. Click the three-dot icon in the Action column.
3. Select Download from the menu.

The download will begin immediately. The file is in CSV format and contains details about transactions in the batch.