Payroll Remittance
Welcome to the Payroll Remittance Tool!
The Payroll Remittance Tool is designed for businesses that offer loans through payroll deduction. It provides an efficient way to send, track, and bulk receipt your branches payroll loans.
A payroll remittance is a detailed summary of loan installment repayments made by borrowers. These payments are collected by a debtor representative on behalf of the credit provider and correspond to the specified repayment period.
Operators are required to issue Payroll Remittances to employers via email, ensuring accurate record-keeping and streamlined repayment processing.
The Remittance History Table provides a comprehensive list of all remittances issued by the current operator.
Select an existing remittance from the History Table to access further remittance options, which include
Batch Receipt
Create instalment receipt transactions all loans that match that match the user-defined payroll - remittance query.
View PDF
View the PDF of the selected payroll remittance, or chose to share via the standard sharing methods.
Download CSV
Download a CSV exported version of the remittance transactions.
Email Remittance
Generate an outbound email body and automatically include the payroll remittance to the payroll's representative email.
Delete Remittance
Delete the selected remittance.
Creating a New Remittance
The New Payroll Remittance Dialog allows you to generate payroll remittances by specifying the desired filters such as payroll branch, employer, date range, installment statuses, loan statuses, and client hold statuses .
To generate a payroll remittance, configure the following filters:
a. Payroll Branch:
Select the appropriate branch from the dropdown menu (e.g., Copper Creek).
b. Employer:
Choose an employer from the dropdown list. If left unspecified, you will be prompted to select one before proceeding.
c. Date Preselect:
Select a predefined date range from the dropdown (e.g., Last Month).
d. Installment Start & End Period:
Specify the date range by entering the start and end dates (e.g., Feb 1, 2025 to Feb 28, 2025).
e. Installment Statuses:
Choose one or more applicable options:
Due in Period
Overdue
Overpaid
Collected (Unchecked by default)
f. Loan Statuses:
Mark the relevant loan statuses for inclusion:
Active
Disputed
Terms Extended
Handed Over
Written Off
Deceased
g. Client Hold Statuses:
Select applicable client hold statuses to include:
Active
Management Hold
Deceased
Bad Debt Hold
Debt Review Hold
External Debt Collector Hold
Payment Dispute Hold
Fraud Hold
Refund Hold
Employment Termination Hold
Public Default Hold
Judgement Hold
Court Notice Hold
Admin Order Hold
h. Employer Information (Optional):
Click the “Employer Info” icon for additional details or support related to the chosen employer.
Publishing The Remittance
Once all the necessary filters are applied, click the “Search” button located at the bottom-right corner of the screen.
Before publishing, you may review all the installments displayed in the results. You can select a line item to either:
Exclude a specific installment from the remittance.
Access the Client Menu / Ledger for further actions.
Once published - a new item will appear in the Remittance History Table.
Additional Options
The Actions Panel provides several options for exporting payroll remittance data
Next 100 - View the next 100 remittances - if available.
Export : Save the table data in a CSV or Excel format for further analysis or reporting.
Summary : Provides a 6-month overview of payroll remittances issued by operators. The data is presented in a clear, tabular format and includes the following information:
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