captazm/slip-upload

Slip Upload Workflow

This workflow describes how to assign matched bank payments to specific crew members in the system.

1. Access Slip Upload

• Navigate to the Slip Upload tab from the app sidebar.

2. Select Payment and Crew

• In the "Upload Salary Slip" section, click the Payment dropdown.
• Select a Matched Payment (Only payments that have been successfully reconciled will appear here).
• A list of crew members associated with the payment's client will be displayed.
• Duplicate Prevention: Note that crew members who have already been assigned to a slip for this payment will be automatically hidden to prevent duplicate salary assignments. The system will alert you to the number of crew already assigned.
• Use the Checkboxes to select the specific crew members that the payment should be distributed to, or click [All] to select everyone.

3. Upload the Slip

• Click the Upload (N crew) button at the bottom.
• The system will generate a new SLIP-XXX record to track this distribution.
• The status for those crew members will change to "Slip Received".
• Your selection of crew members is locked to that slip.

4. Rectifying Mistakes (Deleting a Slip)

• If you accidentally assigned the wrong crew members or uploaded an erroneous slip, you can safely delete it by clicking the red Delete button next to the slip in the Slip History section.
• Deleting the slip releases the crew members, making them available to be reassigned under the payment again.

5. Next Steps

• Proceed to the Payment Distribution workflow to finalize the process and mark the crew members as paid.