Bulk Uploads (Batches)

The Bulk Upload feature is designed for managers (Admins, GMs, etc.) who need to pay many people at once, such as for casual payroll or team-wide expenses.

Instead of creating 300 individual requests, this tool creates **one single batch** that goes through the approval workflow **one time**.

How to Upload a Batch

1. From the sidebar, navigate to Features > Bulk Upload.
2. On the upload page, download the CSV/Excel template. This is critical for getting the columns correct.
3. Fill in the template with your payee details. The required columns are:
   • payee_name
   • payee_email
   • payee_phone (for M-Pesa/Jenga)
   • amount
4. Back on the upload page, enter a Batch Name (e.g., "Casual Payroll - Week 45") and a Payment Date.
5. Upload your completed template file and click "Upload & Preview".

The Preview Step

The system will validate your entire file *before* saving anything. You will be shown two tables:

• Valid Payees: A list of all rows that passed validation. This is what will be processed.
• Rows with Errors: A list of all rows that failed, with a clear error message (e.g., "User not found" or "Invalid amount"). These rows are simply ignored.

If you are satisfied with the "Valid Payees" list, click "Confirm & Process Batch". The batch will then be created and sent to your supervisor for approval.