How to add payouts to a Project
Your team can add payouts to a Project in one of two ways:
1. Bulk upload via .csv
2. Adding payouts one by one
How to add payouts to a Project:
First, select the Project you'd like to add payouts to. Then follow the steps below depending on your Add Payout method (bulk upload or individual add).
Add individual payouts to a Project
Click the Add button
Search for the payout recipient from your contact list or enter the recipient’s email address.
📣 If the recipient doesn’t populate when searching, you can create a new contact and they will be sent an invitation to join Lumanu.
3. Enter the payout details
4. Click Add payout. The new payout will populate under the Needs approval tab in your Project.
Bulk upload payouts via CSV to a Project
CSV Format Requirements
The Lumanu CSV upload requires the following column format/data in order to create a payout:
Description | Public notes | Due date | PO # | Amount (dollars) |
|---|
Click the Upload CSV button.
Upload your formatted CSV file.
If there’s an error found in your upload, you will see a ‘Failure’ status indicated next to the line item with the error. Correct the error and re-upload the CSV.
If a large batch (>1000 payouts) is uploaded at once, the system may take a few minutes to complete the upload. Once the upload is complete, the user who uploaded the .csv will receive an email letting them know.
Your new payouts will appear under the Needs approval tab within your Project.