Generating Payment Slips for Staff

Payment slips collect approved time and expenses payable to a staff member or investigator.

Find eligible work

Open Payment Slips and choose Find Approved Expenses.
Choose By Staff or By Entry.
Set the period using Previous 2 Weeks, Last Month, Custom Range, or Ad Hoc as appropriate.
Choose Time & Expenses, Time Only, or Expenses Only.
Inspect the staff members, dates, source entries, and amounts and select the eligible work to include.

Generate the slips

Use Generate Payment Slips. The workflow creates slips by staff/payee and places the source entries into Committed status. Open the resulting slips and verify their contents before recording payments.

Overtime

Enable overtime is available in the finder and uses the organization's payroll defaults. Review the calculation and applicable setup before generating slips. See Configuring Payroll Defaults.

Access and next steps

Generation requires Full Access and Create Payment Slips. Pending or declined entries need review first, and already committed work should not be selected again. Generating a slip does not send a bank payment or create a client invoice. Entries linked to a slip become restricted from ordinary editing.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.