Franklin's Payment Requests function allows you to process invoices and reimbursement requests submitted by your workers.
When a worker submits a Payment Request, the administrators will receive an email notification. Administrators can also navigate to the Payment Requests tab under Payroll to view current and historical Payment Requests.
Approving Without Review:
Administrators can “Review” a transaction or directly select “Approve.”
Confirm the action in the Review Payment Request modal.
Receive a confirmation notification after approval.
You can choose to approve requests in bulk by clicking on the Approve All button in the Reimbursements/Invoices table and then confirming the approval.
Submitting a payment request
Workers can submit two types of payment requests from the Create Payment Request section of their profile Dashboard:
Reimbursement
Invoice
To submit a payment request a worker must:
Specify the payment date.
Specify the payment request type.
Choose the currency.
Input the requested amount.
Add a description (optional).
Attach a document (optional).
Click the Submit Request button.
Confirm the request details in the review modal.
Workers can choose to edit the request before submission by clicking the Edit button in the review modal.
Workers can view the request status in the Payment History table.