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Repeat payable. How do I add many people and auto-add new people?

Adding everyone to a repeat payable2:14

"Repeat payable. How do I add many people and auto-add new people?"

Sometimes you've recently created a brand new repeat payable, and you're looking for the fastest way of adding it to lots of your existing people.

To add a repeat payable to lots of people:

  1. First, select the pay batch on: MenuPay batches
  2. Then tap: SettingsPay batch settings
  3. Then scroll right down to "Repeat payables", and for the one you're adding people to, tap the "Edit" button:
  4. Once it slides out on the right, scroll down and tap: Add people
  5. Now, when it again slides out on the right, tap each person you want to add.
  6. Alternatively, to add the repeat payable to everyone, tap: Add all (that shows when you hover)
  7. Then tap: Save
  8. Now, you'll now see all the people you added listed (at the bottom).
  9. And finally, when you tap any of the people you've added, you'll see the repeat payable included as theirs.

To set a repeat payable so that it's auto added to any new person who's added to a pay batch:

  1. First, select the pay batch on: MenuPay batches
  2. Then tap: SettingsPay batch settings
  3. Then scroll right down to "Repeat payables", and for the one you're setting auto add, tap the "Edit" button:
  4. Once it slides out on the right, tap the "Advanced" heading.
  5. Then turn on: Auto-add to new people
  6. And tap: Save
  7. And finally, for any new people you add or move in to the pay batch, the repeat payable's auto-added to them all, from now on.

You may notice:

  • Besides every newly created person automatically having the repeat payable added to their pay.
  • Additionally, every existing person that's moved into the pay batch, also automatically gets the repeat payable added to their pay.

And that's it! That's all you need to do to add lots of people to any repeat payable!

Updated: Sat, Feb 24, 2024.

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