Batch payments let you pay multiple people or businesses at once, directly from Emerge Web.
You can build a batch using your saved payees or upload a CSV/TXT file, with individual amounts, particulars, codes and references for each payment.
If your account requires payment approval, the batch will be sent to an authorised approver before any money leaves your account.
Create a batch payment
From Emerge Web:
Select Move money
Choose Batch payment
Give your batch a name
Select the account you want to pay from
Choose when you want the payments to be made
Choose whether you want to build the batch manually or upload a CSV/TXT file
Select Continue
Create a batch using saved payees
If you're building the batch manually, you can add payments using your existing saved payees.
For each payment, enter:
Payee
Amount
Particulars
Code
Reference
You can add multiple payments to the same batch, each with its own payment details.
Once you've added everything, select Review to check the batch before submitting it.
Upload a batch file
You can also upload a CSV or TXT file containing up to 100 payments.
This is useful if you're preparing payment runs in your accounting software and want to upload the payment file directly into Emerge.
Select Upload CSV batch file, then drag and drop your file or choose it from your device.
For the smoothest processing, we recommend uploading a file exported directly from your accounting software rather than manually editing the file before uploading.
Review your batch
Before submitting the batch, you'll be able to review the payment details, including:
Batch name
Account the payments will come from
Payment date
Payees
Bank account numbers
Amounts
Particulars
Codes
References
Total batch amount
Check everything carefully before submitting.
What happens after you submit a batch?
What happens next depends on whether payment approval is required for the account.
If approval is required
The batch will be sent for approval before any payments are made. The authorised approver can review the batch, including:
Total batch amount
Account the payments will come from
Who created the batch
Individual payment details
They can then choose to Approve or Reject the batch.
No money will leave the account until the required approval has been completed.
Approvers can also review and approve batch payments from the Emerge app under Payments Manager.
If approval isn't required
The batch will be scheduled for the payment date you selected.
If you selected Today (ASAP), the payments will begin processing once the batch has been submitted.
Schedule a batch payment
When creating your batch, you can choose to:
Pay Today (ASAP)
Schedule the batch for a future date
Once submitted, scheduled batches can be viewed from the Payments section in Emerge Web.
View and manage your batch payments
You can keep track of batch payments from the Payments section. You'll see three areas:
Scheduled
Payments and batches waiting for their scheduled payment date.
Action required
Payments or batches waiting for approval or another action.
Batch history
Previously submitted batches, including the individual payments contained within them.
Open a batch at any time to see its payment details and status.
What does the recipient see?
Although you submit the payments together as a batch, each payment is still processed individually.
That means every recipient receives their own payment with the particulars, code and reference you entered for them.
The batch simply makes it easier to prepare and submit multiple payments at once.
A few things to know
Batch payments are created directly in Emerge Web
You can create a batch manually using saved payees or upload a CSV/TXT file
A batch can contain up to 100 payments
Each payment can have its own amount, particulars, code and reference
You can pay immediately or schedule the batch for a future date
If payment approval is required, the batch must be approved before any money leaves the account
Approvers can review and approve batch payments through Emerge
Need a hand?
If you're having trouble creating, uploading or approving a batch payment, chat with us through Manage > Help in Emerge and the team can help.