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Payout review

Know what each payment needs next

See the amount, source reference and current status together. Review the payment that needs approval and the reason another item is held.

Talk through payout reviewInspect the next step

RUN-219 · September

Pending approval

Payee

Jon Bell

INV-219-B · Project delivery

Payment amount

USD 450

Ready for an authorized approver to review. Payment execution is a later step.

Two items still need attention

Read the reason before choosing the next step

Jon’s payment is waiting for approval. Lena’s payment is held for screening review. The same action will not resolve both.

Pending approval

Jon Bell · USD 450

INV-219-B

Check the payee, amount and source reference. An authorized approver can review the payment and approve it when appropriate.

Approval allows the next payment step. It does not confirm that Jon has received the money.

Held

Lena Ortiz · USD 250

INV-219-C

Reason
Screening review

Read the screening explanation and follow the review process before taking the next payment step. The hold stays visible while that review is unresolved.

Does this mean Lena’s payment failed?

Held and failed are different states. This payment needs a review decision before it can move forward. Keep INV-219-C with the follow-up and check the resulting status after review.

Tell finance what is complete and what is still open

RUN-219 has USD 1,300 in payment instructions. Only Maya’s USD 600 payment is completed. Jon’s USD 450 and Lena’s USD 250 still need their respective next steps.

Export the current item results with the source references, statuses and explanations. Finance can follow the unresolved USD 700 without rebuilding the context from the original file.

RUN-219 · All 3 items shown

INV-219-A · Maya Rao
CompletedUSD 600
INV-219-B · Jon Bell
Pending approvalUSD 450
INV-219-C · Lena Ortiz
HeldUSD 250
What if the run has more items than I can see?

The review screen calculates visible totals from the items loaded so far and indicates when more items remain. Load the remaining items before using those totals as the whole run’s result.

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Payout risk review

Review payout decisions and items that need attention before execution.

Mass payments

Follow an imported payout list through processing and individual results.

Tax readiness

Confirm the recipient and tax information your payout workflow needs.

Frequently Asked Questions

Can everyone approve and execute payments?+
No. Actions depend on your permission and the payment’s current state. A pending payment needs an approval decision; an approved payment may then be eligible for execution.
What context can I see for a payment?+
Review the beneficiary, amount, source reference, memo, current status, reason codes and explanation. These details help you decide what needs review and keep the follow-up attached to the right item.
Are the totals always for the entire run?+
Visible totals are calculated from loaded items. The screen indicates when more items remain; load those items before treating the visible total as the full run.
What can we hand to finance?+
Download current CSV results with source fields, payment status, reason codes and explanations. Keep completed payments separate from amounts still awaiting approval or review.

Make the next review step clear

Tell us who reviews your payments and which exceptions slow the run down. We’ll work through the review and finance steps together.

Talk through payout review