Each month, if enabled, the system will generate an honorarium batch that includes all honorarium records of the month to indicate all honorarium fees related. With the honorarium batch, payment advice can be generated for finance admins and trainers for reference.
The monthly timer job for honorarium batch generation can be configured in Admin > Job management. For more details, refer to How to check system jobs?
The honorarium batch generation is configured in Admin > Finance settings > Timer job of honorarium batch setting. When the honorarium record has not been generated before the batch generation date, even when the session ends before that date, the session’s honorarium record will not be included in the generated honorarium batch. For details on the honorarium record generation rule and honorarium batch generation setting, refer to Rule management and How to configure finance settings?
In Vitae, monthly jobs of honorarium batch generation can be checked and managed in Admin > Job management. To configure the monthly timer job of honorarium batches, follow the steps below:
1. In the Scheduled jobs tab, select the Honorarium batch generation job (built-in) and click Edit.
2. In the Edit scheduled job panel, description and schedule settings can be changed.
3. Click Save, the job schedule will be updated.
In Vitae, monthly honorarium batches can be manually created by following the steps below:
1. Go to Finance > Finance process > Honorarium batch and click Create above the table.
2. In the Create honorarium batch panel, select the month to create the honorarium batch.
3. Click Save to go to the Honorarium batch details page.
4. In the Honorarium records section, click Add to add honorarium records to this batch.
5. Click Submit. The batch will be sent for approval.
After the honorarium batch is generated. admin can check the generated honorarium batches in Finance > Finance process > Honorarium batch.
To continue the honorarium payment process, admin can submit the monthly honorarium batch for approval by following the steps below:
1. Select an honorarium batch in the Pending submission status. The honorarium batch can be found by using the Status filter.
2. Click Submit for approval above the table.
3. After confirmation and submission, the honorarium batch will be in the Pending approval status.
Once approved, the status will be Approved and admin can continue the payment process after this.
After an honorarium batch is approved, the payment advice can be released to the trainers for their reference.
To release an honorarium batch, follow the steps below:
1. On the Honorarium batch page, select an approved batch to release. The approved batch can be found with the Status filter.
2. Click Release payment advice above the table.
3. In the Release payment advice confirmation window, click OK. The payment advice will be released.