Create Payout: Via File

Learn how to generate a payout by uploading a file with recipient information. This option is ideal for processing multiple payouts efficiently and automatically.

Required permissions

• You must have a SuperAdmin or Preparer role.

Once inside the Wompi dashboard, in the left menu expand the Payouts button and select the Create payout option.

In the ‘Create payout’ section, select the Via file option.

The first step to create a payout is Preparation.

• Type and reference: Select the type of transaction (Payroll, Suppliers, Others) and assign a name to the payout.

• Source account: Available bank accounts for payout distribution will appear here. Choose one.

• Payout date: You can choose whether the payout will be:

Immediate: If the payouts are between accounts from the same bank, they will be reflected within 1 hour. For other banks, ACH cycle times apply with a maximum processing time of 24 hours.

Scheduled: You can set the date, time, and recurrence of the payout.

• Select the file type.

• Upload the file: You can drag the file into the designated area or browse your computer. Once uploaded correctly, you’ll see confirmation.

Click the Continue button.

The second step is Process file.

Review the uploaded file and click the Process button.

The final step is Review and send.

You will see the full summary of the created payout.

Note: If there are errors in the uploaded file’s information, you must click the Cancel payout button and reprocess it.

If all the payout information is correct, click the Send for approval button.

A confirmation message will appear.

Note that the payout must be reviewed and approved by someone with the ‘Approver’ role.