Payments

Payment processing

Users with a payment processor role receive automatic notifications when a payment instalment is pending review or approval. Once a payment is fully processed, it is sent to the bank for execution.

In the “Payments” function, you can see a list of all incoming payment instalments. By default, the list shows payment instalments that are pending processing. You can filter your view by processing status or date. Payments can be processed via the browser-based application or on mobile, though the browser version provides access to a broader set of tools.

Approvers will see an “Approve” button, and reviewers will see a “Review” button.
When you open a payment instalment, you can view the following tabs: Summary, Payment transactions, and Payslips.

Summary of payment information

In the “Summary” tab, you can see which reviewers and approvers have already completed their actions and who still has the payment pending. You can also see payment-specific details, such as the payment date, the number of payment transactions, and the status of the payment.

As a processor, you can view any comments added to the instalment.
The “Summary” tab includes a real-time timeline view of the payment’s progress. If bank feedback is available, it will also be shown on the timeline.
Use the other tabs to access more detailed, individual-level information.
In addition to the summary, you can also see a timeline window on the stages of the payment process.
File name will help to identify if the payment is related to for example a specific payment group or travel bills

Payment transactions

In the “Transactions” tab, you can view the payment transactions and payslips included in the instalment.

The changes are compared to the previous corresponding payment and anything noted will be shown under the “Changed” section. Changed data can be shown if at least the two previous similar batches have been processed in the system.

Different types of changes are indicated with specific symbols. All change types are selected by default –you can filter the view by deactivating the types you don’t want to see.
If needed, you can open an individual payslip to review detailed personal-level information.
You can also flag a payslip if it needs corrections.

Payslips

In the “Payslips” tab, you can access an alphabetical list of all payslips.

As in the “Payment Transactions” tab, individual payslips can be flagged using the “Mark for correction” button. This option is available when you open a specific payslip.

Columns can be arranged as needed, in alphabetical order or amount based
A compilation of the current payment can also be downloaded with the Download csv -option

Correction request

You can submit a correction request by flagging an individual payslip.

Mark the correction request directly on the payslip or during the rejection of the payment.
Add a comment explaining why a correction is needed, and save.
A payment cannot be approved if it contains even one flagged payslip.

Correction requests will be forwarded directly to your Integrata payroll service team in the event of a rejection.

Payment approval or rejection

A separate confirmation is requested when reviewing or approving a payment. In this view the reviewer can also choose whether or not a notification is sent for approver.

If you are rejecting the payment, you will be asked to provide a reason for the rejection. This comment, along with any comments added to individual payslips, will be forwarded to your Integrata payroll service team.
When confirming approval, you may optionally include a comment.
During the review stage, the reviewer can also choose whether or not to send a notification to the approver.
If a bank sends a feedback message, it will show up on the timeline.
If the feedback is that an error has occurred, this send an alert message, and show up as a warning icon in the timeline and payment list
Note that feedback messages are dependant on information given per bank system.