📔Create File Payment Manager
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This guide provides the steps to configure the File Payment Manager.
The user should have a Program Administrator role.
Navigate to Programs using the menu bar.
Click on Configuration.
Select File Payment Managers from the drop-down list.
Click on Create.
Enter the details.
Name: Name of the manager
Program: The program that will use this Payment Manager
Automatically Created Batch: If enabled, the system creates batches automatically
Currency: Currency used for beneficiary payment
File Document Store: The type of storage used for the payment file
Payment File Config: The name of the payment file
The payment file is configured based on the state of the Automatically Created Batch checkbox:
Disabled: Only one payment file is associated with this payment manager and configured using the Payment File Config dropdown. Go to step#6.
Enabled: Each batch has one payment file configured as part of the Batch Tags configuration. In this case, the Batch Tags configuration replaces the Payment File Config dropdown. Go to step#9.
Click on Add a Line under the Payment File Config.
Select the file and click on Select.
Click on Save and go to step#14.
Click on Add a Line in Batch Tags configuration.
A dialogue box appears. Click on Create.
A new pop-up window appears. Enter the details.
Name: The name of batch tags
Order: The order number of this batch when the system executes the batches sequentially
Domain: Filter to add the criteria for this batch
Max Batch Size: Maximum number of payment entries in the batch
Render per payment instead of batch: If enabled, the payments are rendered individually instead of in a batch
File Config: Name of the payment file for this batch
Click on Save & Close.
Click on Save.
A new File Payment Manager is created and added to the list.
