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Additionally user can set up advanced criteria to set conditions for which beneficiares bills should be created.
field - field on which search criteria is applied
filter - is value exact, greated or less than set amount
value - can be true or false
amount - value refering to filter
With the use of advanced criteria, we have the flexibility to customize the calculation rule. This allows us to add additional amounts to the base amount depending on the specified criteria. In that way we can customize calculation rule on PaymentPlan level.
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Create new payment cycle
Go to Payments → payment cycles tab
Create new payement cycle on top of the page
Dates must match with those which were set up for payment cycle, otherwise bills wont be created)
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After creating payroll all bills that matches criteria will be fetched and visible under Bills list for selected benefit plan and payment point. For newly created payroll new task is automatically created under Tasks Management → Tasks → approve payroll section
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Creating payment plan with validated invoices example
Create new payroll, after saving data payroll should be in ‘CREATED’ status
Navigate to tasks → approve payroll section and accept task. After that payroll should be in awaiting reconciliation status
Then all invoices should be paid and payrol should be reconciliated. To do so navigate back to tasks-> navigate to payroll reconciliation tasks and accept task
Create payroll with unpaid invoices
To do so set included unpaid checkbox as true, only unpaid invoices will be fetched to payroll, rest of steps are the same as above. Example below
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