Select Payments in the left navigation to open Payment Authorisations. This screen is used to review and authorise payments before they are processed.
Authorisations tab
The Authorisations tab lists all payrolls with payments currently awaiting authorisation. Each entry shows the payment type (HMRC, third party, or in the case of salary, the name of the payroll), period, and authorisation deadline. Hover over the warning for more information.
For each payroll the following details are displayed:
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Pay run no.: the payment run reference. Select this to view the full payment run details, including payment date, total amount, number of transactions, payer account details, and a breakdown of individual employee payments.
Pay date: the date employees are due to be paid. A warning icon appears if this date has passed.
For third party and HMRC payments:
No. of transactions
For salary payments:
No. of employees: For salary payments, the number of employees included in the payment run.
Total NET pay: the total net pay for the run.
Cash, Cheque, Bank transfer: a breakdown of the total net pay by each payment method.
To authorise a payment, select Authorise Payment.
If a red banner appears below a payment run, the payment cannot be authorised due to an issue with the pay date. Contact your payroll administrator to resolve this before attempting to authorise.
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History tab
The History tab shows a record of previously authorised payments.
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Each entry shows the payroll name, period, and a status pipeline displaying when the payroll was submitted, approved, and payment authorised, along with the name of the user who performed each action.
Select a pay run number to view the full payment run details.
You can filter the history list by payment type (Salary, HMRC, or Third Party), by payroll name, or by date range.