Payout channels

A payout channel is a way your organization pays people back, such as a bank transfer, DuitNow, an e-wallet or cash from a petty-cash float. It is what employees choose as the Payout method when they file a claim. Each channel also says which details a member must save before it can be used, such as a bank name and account number.

Open Payout channels under Manage. It is for administrators your organization has given access to manage payout channels.

The Channels tab

Column	What it shows
Name	What members see
Key	The channel’s fixed key
Paid by	Bank or e-wallet transfer, or Cash from a petty-cash float
Currencies	The currencies it can pay in
Status	Active, or Retired

Select a row to edit a channel, or New channel to add one.

Set up a channel

Field	What to enter
Key	Lower-case letters, digits and underscores. Fixed once created.
Name	English and Bahasa Melayu are required; 中文 (optional) is optional
Paid by	How the money goes out. Fixed once created.
Credit account	The account the payment comes out of: the default account of an active bank or cash journal
Allowed currencies	Three-letter codes separated by commas, for example MYR. At least one.
Used for	Tick Expense claims, Advances, Advance top-ups and/or Salaries (payslips). Tick none to allow every kind.
Maximum per payment	A cap on one payment. Empty means no cap. Only for a channel with one currency.
Require proof of payment when paying	Whoever pays must attach proof
Sort order	Where it appears in the list members see
Active	Untick to retire the channel so it is no longer offered

If Credit account says “No active bank or cash journal has a default account yet”, set one up in the ledger first, or ask your accountant.

Details members fill in

Under Details members fill in, list what a member must save for this channel. Select Add field for each one and choose its Type:

Type	Use for
Text	Free text, such as the account holder’s name
Choice list	A fixed list of Choices you type in
Choice from a registry	A list kept on the Registries tab, such as banks
Phone number	A phone number, for example for DuitNow
Account number	A bank account number. It is always masked when shown.
File	An uploaded document
Address	A postal address

For each field, set its Key, Label, optional Help text (optional), whether it is Required, whether it is Masked when shown, and a Maximum length. Reorder fields with the arrows. With no fields, members are not asked for anything.

The Preview at the bottom shows what a member sees when saving their details for this channel, in your language.

Select Save channel. You will see “Channel saved”.

Caution

When a member’s saved details are not valid for a channel, the claim form shows Details need updating for that method, and they cannot use it until they update their details. Think about the members already using a channel before you add a required field to it.

Registries

A registry is a list, such as banks, e-wallets or networks, that a Choice from a registry field picks from.

1. Select the Registries tab and choose a Registry, or enter a new key under or a new registry key.
2. Enter the entry’s Key, its names in English and Bahasa Melayu (and Chinese if you like), and a Sort order.
3. Select Add entry.

Entries are retired, never deleted. Use Retire to stop offering one and Restore to bring it back.