Download PointOS Manager Manual

Manage Payouts
2. The system asks if you want to save the pay out to the Payees list for making future pay outs. Select
Yes to include the item in the Payees list or No to close the box without including the item on the list.
3. The system verifies that the payout has been saved.
Pay Out Categories
Pay outs can be put into several different categories for the purpose of reporting and accounting. These
categories appear on the front end Pay Out screen. Entertainment categories appear on the Calendar
screen.
To create a payout category, complete the following steps:
1. Enter the category name in the Pay Out Category field. Check the Entertainment Category box if
applicable.
2. Select New.
3. The system notifies you that the category is added. Select OK to close the dialog box.
To rename a payout category, complete the following steps:
1. Highlight the selected category in the Pay Out Categories list.
2. Update the name in the Pay Out Category field. Check the Entertainment Category box if
applicable.
3. Select Update.
To delete a payout category, complete the following steps:
Highlight the selected category in the Pay Out Categories list.
1. Select Delete.
2. The system verifies that you want to save the payout category. Select Yes to save or No to close the
box without saving.
Setting Up A Payout
You can set up a payout for future use. Complete the following steps:
1. Highlight the selected category in the Pay Out Categories list.
2. Enter the name in the Pay Out To field.
3. Enter the description in the Description field.
4. Enter more information in the Comment for Future Pay Outs field.
5. Select Save Pay Out.
The system verifies that you want to save the payout category.
6. Select Yes to save or No to close the box without saving.
PointOS Manager Manual
Activities Menu · 190