Payroll
For businesses that lend on Payroll, this module is developed for users to send, track and manage their payroll remittances.
Last updated
For businesses that lend on Payroll, this module is developed for users to send, track and manage their payroll remittances.
Last updated
A payroll remittance is a summary of the borrower's loan installment repayments to be collected by the debtor representative on behalf of the credit provider which corresponds to the repayment period stated.
The operator is required to issue Payroll remittances to the corresponding employers via email.
PAGE CONTENT
Creating a new remittance
Viewing previous remittances.
Viewing the publish summary.
As depicted in the screenshot below, the "Payroll Remittance Screen" consists of:
A table of Previous Remittances.
A panel of actions, allowing the user to create a new remittance, view the Summary of sent remittances and export the data.
Payroll remittances are essentially a loan repayment schedule, therefore the process of issuing the schedule consists merely of searching for inst
The Payroll branch,
The Employer,
The Installment Start and End period, (or choose a predetermined date range from the drop-down)
The installment statuses.
Upon selecting the "Search option", the Remittance results will be displayed in the "Remittance Results" modal, shown below:
The previous remittances table displays all previous remittances made by the current operator as rows in the object table along with significant details of each remittance such as:
When the remittance was made;
The employer;
The balance
The recipient's email
Selecting a previous report from the table will present the user with exporting options such as:
Resubmitting the chosen export, which will perform the export for that model and allow the usr to configure the filter again.
Download the CSV formatted version of the export that is chosen
Email the export to any specified email address
Remove the export from the table.
Selecting this action presentsto the user a 6 month schedule of which opertaor issued a payroll remittance in the previous months. This data is in a table format and can be asseses in the Screenshot below.
By selecting the "" option (which is the first option located in the panel of action in the top right of the screen) The user will be presented with the "Search Payroll" modal (as seen in the screenshot below.) which requires the user to search for payroll installments by specifying:
