[2023 Version] Payment request management
Main contents:
A. Payment request management (details)
View payment request detail (details)
Update payment request's payment status (details)
Export payment request-related documents from the system (details)
Export payment request's PDF file (details)
Create a payment request report from the system (details)
B. Add suppliers (details)
C. Manage payment request templates (details)
A. Payment request management
To access the payment request management screen, the admin or authorized accounts follow these steps:
Company > Payment request > You can scroll horizontally to view the full request
The admin or authorized accounts can operate the following management here:
1. View payment request detail
Click on the icon 
at the request you want to view its detail
2. Update the payment request's payment status (for employees responsible for processing payment requests who are authorized on the system)
Select one or multiple payment requests that need to be updated > Click on the icon 
or 
> Select appropriate status > Edit
Annotation:
Payment status |
Explanation |
Not in approval |
The payment request has not been approved by responsible person |
Approved |
The responsible person has approved the payment request |
Processing |
The responsible person has started processing the payment request |
Waiting for payment |
The responsible person has started the payment to the request creator |
Note:
-
The approval status belongs to the person approving the payment request and cannot be edited on this screen. Only the payment status can be updated.
3. Export payment request-related documents from the system
Select one or multiple payment requests that need to be documented > Click on 
4. Export payment request's PDF file
Select one or multiple payment requests that you need to export in a PDF file> Click on 
> Select the format for export > Confirmation
PDF template exported from the system
5. Create a payment request report from the system
Click on 
> Select date > Confirmation
Report file exported from the system
B. Add supplier
If the company has suppliers that require regular payments, the admin or authorized accounts can create those suppliers' information in the system. This allows employees to select from pre-populated suppliers when creating periodic payment requests. To add suppliers, follow these steps:
Company > Payment request > Supplier > New > Input necessary information > New
C. Manage payment request templates
For companies that need to attach documentation according to the company's required template, in addition to allowing employees to create payment requests in the system for management purposes, the system supports the admin or authorized accounts in adding the company's specific payment request template. This allows employees to download, fill in the information, and attach the completed form created in the system.
Company > Payment request > Manage payment request templates > New > Input template name > Upload template > Save
The employee's request creation screen will show the payment request template file for employees to download, fill in the information, and then attach it to their request:
