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Repeat payable. 1. When would I use a personal vs a pay batch?

Personal vs pay batch repeat payables3:30

"Repeat payable. 1. When would I use a personal vs a pay batch?"

Repeat payables can either be stored under a single person, or stored under a pay batch.

To store a repeat payable under a single person:

  1. First, select the person on: MenuPeople
  2. And then go to: PayPay settings
  3. And scroll down to the "Repeat payables ... personal" heading.
  4. Then tap: New repeat payable
  5. And select the type.
  6. And give the repeat payable a name and an amount.
  7. And finally, tap Save, and your new repeat payable is now set up for a single person.

You may notice:

  • That a personal repeat payable can only be added to a single person. There's no option to add it to more than one person.
  • Besides being limited to a single person, the personal repeat payable has all the other features of a pay batch repeat payable.
  • However, some specialist types of repeat payable are only available as personal repeat payables. Including: mileage allowance, benefit-in-kind, and student loan repayments.

To instead store a repeat payable under a pay batch:

  1. First, select the pay batch on: MenuPay batches
  2. And then go to: PayRepeat payables
  3. Then tap: New repeat payable
  4. And select the type.
  5. And give the repeat payable a name and an amount.
  6. Now, so that anyone who joins the pay batch from now on also automatically gets the repeat payable, tap Advanced and turn on: Auto-add to new people
  7. Next, tap Add people and add the people you want to receive the repeat payable, then tap: Save
  8. And finally, your new repeat payable is now set up for a pay batch, and has been added to some people in that pay batch.

You may also notice:

  • That a pay batch repeat payable can be added to as many people in the pay batch as you want. But it can't be added to people outside the pay batch.
  • Also, with the Auto-add to new people switch turned on, new people automatically get the repeat payable as your company adds more people.
  • However, some specialist types of repeat payable are only available as pay batch repeat payables, like: Company vehicles.
  • Besides those small differences, personal and pay batch repeat payables are very similar.

For advanced usage:

  • You may have a situation where you want many people to receive the same repeat payable, but have one person who's paid a different amount.
  • For example, where everybody receives a monthly bonus, but one person's paid double the amount.
  • In that case create a pay batch repeat payable of the standard bonus amount, and add everyone to it.
  • Next, take the person who's paid double out of the pay batch repeat payable.
  • And make a personal repeat payable of double the amount, for them only.

And that's it! That's everything you need to know about choosing between personal repeat payables and pay batch repeat payables!

Updated: Sat, Feb 24, 2024.

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