Role: ✔ Admin, ✔ Budget Owner, ✖ Employee
Managing payouts externally is simple with Summit. While payouts are not processed directly within the platform, you can easily download a payment CSV from the Reimbursement page, making it easier to prepare your payment.
This guide will walk you through the steps to download the CSV file and ensure a smooth payout process.
1. Log in to your Summit dashboard. On the sidebar, click on ‘Reimbursement’.
2. Make sure that the ‘Payouts view’ is toggled on.
3. Click on Export button.
4. Choose ‘Generic Payment CSV’ and click on the download button.
Note:
- Only transactions under 'Approved' status will be exported.
- Multiple reimbursements for the same user and currency will be combined into one line item.
- Transactions in foreign currencies will be converted to your dashboard’s currency using the mid-market rate.