Payment Settings
Configure defaults for offline payments, tax behavior, salary period presets, and auto-verification workflows.
Payment Settings define default payment behavior across the organization.
To edit: Settings → Organization → Payment Settings
Default Offline Payment Method
Sets the pre-selected payment method when creating offline payments.
- Used in booking payment forms
- Can be changed per payment, but defaults to this value
Default Tax Behavior
Defines the default tax behavior used when creating payments.
- Applied automatically when new payments are created
- Can be overridden per payment if needed
Salary Period Start Day
Defines the starting day of your organization’s salary period (1–28).
This is used as a preset period in Insight filters and helps keep reporting consistent when teams use salary periods.
Insight uses this as a preset
This does not “lock” reports. It provides a consistent default reference when choosing the salary period filter in Insight.
Auto-Verification Settings
Two independent toggles control whether payments are automatically marked as verified:
- Auto-verify online payments
- Auto-verify offline payments
Behavior:
- When enabled, payments are marked as verified automatically on creation.
- When disabled, payments require manual verification (depending on your workflow).
This affects financial workflows
Auto-verification changes who needs to review payments and when. Make sure your organization agrees on the workflow before enabling it.