captazm/payment-distribution

Payment Distribution Workflow

This workflow guides you through finalizing the payment process, converting processed Slips into finalized payments for individual Crew members. It utilizes strict Role-Based Access Control (RBAC).

1. Access Payment Distribution

• Open the Payment Distribution tab from the app sidebar.

2. Process Pending Slips (Accountant Role)

• Locate the "Pending Slips" section, which lists all slips previously uploaded but not yet distributed.
• Verify the details (e.g., SLIP-001 · Client Name · X pending).
• Click the [Process] button next to the relevant slip.

3. System Actions & Precise Tracking

• The system will automatically iterate through each crew member listed on the slip and generate individual CPAY-00X records for them.
• Accurate Compensation Flow: Instead of falling back on standard basic recurring wages (OwnerPaid), it dynamically traces back to the specific generated Monthly Bill that correlates to the payment and extracts the final calculated totalPayment. This includes accurate deductions and bonuses.
• It determines the payment method routing (Bank / Cash) dependent on allotment configuration, setting the status to "Pending Approval".

4. Final Review & Authorization (Admin Role)

• Only users with the Admin role can finalize payments.
• Scroll to the "Crew Payments Table". Admins will see an [Approve] button next to any Pending CPAY records, alongside a master [Approve All] button at the top.
• Upon Admin approval, the status formally shifts to a finalized green Paid.
• The global Dashboard and Status Board will subsequently reflect this "Paid" state.