Repeat payable. 1. When would I use a personal vs a pay batch?
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"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:
- First, select the person on: MenuPeople
- And then go to: PayPay settings
- And scroll down to the "Repeat payables ... personal" heading.
- Then tap: New repeat payable
- And select the type.
- And give the repeat payable a name and an amount.
- 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:
- First, select the pay batch on: MenuPay batches
- And then go to: PayRepeat payables
- Then tap: New repeat payable
- And select the type.
- And give the repeat payable a name and an amount.
- 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
- Next, tap Add people and add the people you want to receive the repeat payable, then tap: Save
- 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!
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