Configure Payouts Dashboard Settings
You can configure the Payouts Dashboard using the Settings option.
To configure the Payouts Dashboard settings:
- Click the drop-down menu icon placed next to the User Name and click Settings.
On clicking, the Settings page is displayed.
- Click the Payouts tile in the page.
On clicking, the Payouts Settings page is displayed. You will see Payout Configurations, Manage Checkers and Level Settings, and Manage Amount Rule Settings.
- Payouts Configurations: Used to configure the Payouts settings.
The following table gives detailed information about the fields available in Payouts Configuration:
| Field Name | Field Description |
|---|---|
| Set Default Payout ID | Used to define a particular Payouts ID as Default ID out of all the assigned IDs. This ID is selected as a default ID whenever you visit the Payouts Dashboard or perform any actions using it. |
| Set Override Payout ID | Used to define a Payouts ID which will be considered for processing all API transactions |
| Smart Send Expiry | Used to define number of days after which the Smart Send link will expire |
| Queuing Payout | Used to enable or disable queued payouts flow. The valid values are: - true - false By default, it is set to True. |
| Retry by NEFT | Used to indicate whether to retry transfer through NEFT payment mode, if transfer failed done through IMPS. The valid values are: - true - false By default, it is set to true. |
| Enable Approval Flow | Used to indicate whether to enable Approval Flow for a particular amount or not. The valid values are: - true - false By default, it is set to true. Also, if this field is set to false then associated settings are also disabled. |
- Manage Checkers and Level Settings: Used to configure the Approval workflow settings such as managing Checkers and their Levels of Approval as per the hierarchy. Refer to the figure below:
| Field Name | Field Description |
|---|---|
| Set Default Payout ID | Used to define a particular Payouts ID as Default ID out of all the assigned IDs. This ID is selected as a default ID whenever you visit the Payouts Dashboard or perform any actions using it. |
| Set Override Payout ID | Used to define a Payouts ID which will be considered for processing all API transactions |
| Smart Send Expiry | Used to define number of days after which the Smart Send link will expire |
| Queuing Payout | Used to enable or disable queued payouts flow. The valid values are: - true - false By default, it is set to True. |
| Retry by NEFT | Used to indicate whether to retry transfer through NEFT payment mode, if transfer failed done through IMPS. The valid values are: - true - false By default, it is set to true. |
| Enable Approval Flow | Used to indicate whether to enable Approval Flow for a particular amount or not. The valid values are: - true - false By default, it is set to true. Also, if this field is set to false then associated settings are also disabled. |
- Manage Checkers and Level Settings: Used to configure the Approval workflow settings such as managing Checkers and their Levels of Approval as per the hierarchy. Refer to the figure below:
The following table provides detailed information about the fields available on Manage Checkers and Level Settings:
| Field Name | Field Description | Mandatory |
|---|---|---|
| Level Information | Displays the level of the approval and the name of the Checker assigned to that level. For example, Level 2 (Name of Checker) | |
| Add Level | Used to add a new level of approval and assign a Checker | |
| Set Hierarchy Level | Used to assign a level of approval as per the hierarchy. The valid values are: | Yes |
| Assign Name to Level | Used to specify a unique name to the level | Yes |
| Add Approver | Used to add approver for approving the payout. | Yes |
- Manage Amount Rule Settings: Used to define or edit rules to manage Approval workflow for Amount. Refer to the figure below:
The following table gives detailed information about the fields available on Manage Amount Rule Settings:
| Field Name | Field Description | Mandatory |
|---|---|---|
| Rule | Displays the amount rule defined in an Approval Workflow | |
| Level 2 Settings | Displays the information about the Level 2 Settings such as | |
| Level 3 Settings | Displays the information about the Level 3 Settings such as | |
| Actions | Perform any of the following: | |
| Add Workflow | Click to define a new Approval Workflow. | |
| Select Amount Rule | Used to define a particular condition/rule to validate the approval workflow | Yes |
| Enter Amount | Used to specify a particular amount which will be considered to verify the amount rule | Yes |
| Minimum No. Of Approvals Required | Used to specify least number of approvals required in a particular approval workflow. The valid values are: | Yes |
| Mandatory Level 2 Approval Required | Used to indicate whether to mark Level 2 Approval as mandatory or not | |
| Minimum No. Of Approvals Required | Used to specify the least number of approvals required in a particular approval workflow. The valid values are: | Yes |
| Mandatory Level 2 Approval Required | Used to indicate whether to mark Level 2 Approval as mandatory or not |
Updated about 1 year ago