Important Note
Only available for Remittance-licensed company. If you are not a remittance-licensed company, use Payouts.
Batch Cross Border Payouts via Dashboard simplifies mass inward cross border payouts, allowing you to send funds to up to 10,000 transactions simultaneously through a single Excel file upload, saving time and resources. Whether it's paying out salaries, paying suppliers, or distributing earnings, our solution offers a seamless and efficient experience. Available out-of-the-box in your dashboard, no code integration required.
Create a Batch Cross Border Payout
Important Note
To create a cross border payout via dashboard, you should have at least
EditandApprovepermission
Navigate to Batch Remittances and click Create. Follow these easy steps below.
1. Download the template
The user will be able to fill up to 10,000 cross border payout transactions in the batch cross border payout template file.
Template File
The downloaded batch template excel file consists of 6 worksheets:
Changelog - List of changes to the template
Guide - Instructions for your reference. Read to start.
ID-IDR - Template for you to fill in your IDR transfer details
PH-PHP - Template for you to fill in your PHP transfer details
VN-VND - Template for you to fill in your VND transfer details
SG-SGD - Template for you to fill in your SGD transfer details
Each destination currency and sender/recipient types have different mandatory fields. To help you, we color-coded the template columns:
Blue columns are required to process the payout
Green columns are optional
Purple columns are required if sender/recipient is a business
Red columns are required if sender/recipient is an individual
The different worksheets within the batch template refers to the different destination currencies that you can send to. Inputting different currency transactions in one batch upload is allowed. This means, you can create transactions to multiple currencies in one batch file upload.
2. Upload filled template
Once you’ve listed all of your cross border payout transactions in the template file, upload the batch file by selecting it or dragging it inside the upload area.
3. Input Batch reference
Batch Reference is used as a reference to identify your different batch cross border payouts and help you with reconciliation. While it is possible to use the same reference, we recommend you to use different batch reference for all your batch corss border payouts.
4. Click Create button
Once you’ve done everything, click the Create button to create your batch cross border payout!
Validate a Batch Cross Border Payout
Once a batch cross border payout has been successfully created, we automatically validate transaction details to check for errors to pre-empt wrong or failed payouts. If an error is found in the transaction, the batch will require validation and can be found in the Needs Validation tab. You can fix all the issues directly on the Dashboard before proceeding with the transfer.
If no transactions need to be validated, you can directly move to Review and Approve a Batch Cross Border Payout.
Transactions that require validation will be highlighted for your attention and can be edited by clicking the See Details button.
Inside the Batch Cross Border Payouts Details page, you can view which transactions still require further validation. Click the Edit button ✎ to know what fields still require further validation and make your adjustments.
Once all of the invalid transactions are resolved, proceed for approval by clicking Submit for Approval.
Review and Approve a Batch Cross Border Payout
Important Note
To approve a payout via dashboard, you should have
Approvepermission
Once you’ve reviewed all the transaction details, you can submit the batch for approval. Transactions that have been validated will be in the Needs Approval tab.
The Approver will receive an email notification that a batch was submitted for approval. They can then log on to the dashboard to approve the batch using their 6-digit PIN.
Once the Approver approves the batch, Xendit will process the cross border payouts immediately. Please note that once submitted, payouts are final and cannot be amended or reversed. We are also unable to correct bank names or account numbers after a batch has been submitted.