Payouts via dashboard

Whether you're managing local accounts or expanding your reach with global accounts, our payouts via the dashboard simplify how you send money.

For local accounts, our Batch Payouts feature lets you send up to 10,000 transactions simultaneously with a single Excel file upload, saving you significant time and resources. This is perfect for mass payments like salaries, supplier payments, or earnings distribution.

For global accounts, our Payouts feature enables you to easily send funds to external bank accounts worldwide, directly from your dashboard.

Both solutions are available out-of-the-box, requiring no code integration for a seamless and efficient experience.

How to create a Batch Payout

Important Note

To create a payout via dashboard, you must have a local account Edit and Approve permissions.

Navigate to Batch Payouts and click Create. Follow these easy steps below.

1. Download the template

You can fill out up to 10,000 payout transactions in the batch payout template file.

Template File

The downloaded batch template excel file consists of 2 worksheets:

1. Instructions - Instructions for your reference. Read this to start.

2. Template - Template for you to fill in the transfer details.

In the Template sheet, you will find the following columns:

To help you, we’ve color-coded the template columns. The blue columns are required to process the payout while the green columns are optional.

2. Upload filled template

Once you’ve listed all of your payout transactions in the template file, upload the batch file by selecting it or dragging it inside the upload area.

3. Enable account name check (Optional)

Xendit account name check feature allows you to verify the recipient's account number and the account's name with the bank's database. This allows you to:

• Check if the account number that you've filled is valid

• Check on whether the account name you've filled matches the name of the account provided by the bank

4. Input batch reference

Batch Reference is used as a reference to identify your different batch 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 payouts.

5. Select category (Optional)

If you activate Multi Level Approval (MLA) feature on Disbursement Category & Approval, you would be asked to select the category that should be applied for that Batch. Leave it blank if you do not have an active MLA feature.

6. Click Create button

Once you’ve done everything, click the Create button to create your batch payout!

Validate a Batch Payout

Once a batch 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 Payout.

Transactions that require validation will be highlighted for your attention and can be edited by clicking the edit button ✎ . Once it has been edited, you may select the transaction via the checkbox and click the validate button.

Once all of the invalid transactions are resolved, proceed for approval by clicking Submit for Approval.

Validation Errors

On this tab, you need to validate the transaction/s which need to be validated. There are 2 sections:

1. Validated transactions - This section is for transactions validated from transactions with issue part

2. Transactions with issue - This section consists of the list of error transactions that need to be validated

Below is an overview of possible validation errors and recommended steps to fix the issue:

Note: You may submit the batch by clicking the Submit For Approval button directly If you are sure all the transactions do not need further action.

Review and Approve a Batch Payout

Important Note

To approve a payout via dashboard, you should have Approve permission

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 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.

Track your Batch Payout

Once approved, we will process your batch payout where its status will be Disbursing. To monitor each payout’s status within an approved batch payout, follow below steps:

1. Go to Batch Disbursements

2. Select the Approved tab

3. Select a batch payout

4. View the status of each payout

Batch Payout Statuses

Batch Payout has its own status that will help you to easily identify which batch are already completed, failed, or is still in process by Xendit. These are the possible statuses a batch payout can have:

Payouts for Global Accounts

This section only applies for Global Accounts.

Your Global Account allows you to pay globally to external bank accounts on the dashboard. Before sending a payout, check that your business is eligible to make payouts from the currency balance.

The table below sets out information about our payout corridors, settlement time and fees for payouts via the dashboard of the Xendit Global Account. You may use the dropdown to filter the information by recipient currency.

Some payout destinations require prior configuration. If you would like to enable a payout destination that is not yet reflected on your dashboard, please contact help@xendit.co.

Creating a payout

There are 2 steps to creating a payout on the dashboard of your Xendit Global Account:

1. Create a recipient

2. Create a payout

Creating recipients on the dashboard

You will need to save details about your recipient before you can make a payout. Saved recipients can be re-used for subsequent payouts.

You may use our dashboard form to fill in recipient information.

1. On your Home Page, click Send. You may also click Send by navigating to the balance page of a currency.

2. Click Add New Recipient

3. Enter your recipient’s bank information:

   Field	Description
   Recipient Type	Whether your recipient’s bank account is an individual or a corporate account
   Currency	The currency of your recipient’s bank account

4. The form will dynamically render the required fields for your recipient. You will only need to enter this information once per recipient.

5. Click Save & Next. Your recipient will be saved and can be used for future payouts.

Send money to recipients

After saving your recipient, you may start setting your payout up on the dashboard.

To send global payouts via our Dashboard:

1. Navigate to your Home Page, or your individual Balance page.

2. Click Send.

3. Choose the recipient from the recipient list and click Save & Next. The recipient list is sectioned into two parts:

   1. Recent recipients: Recipients to whom you’ve recently sent funds.

   2. All recipients: All other recipients. Newly added recipients with no recent transaction history will also go here.

4. Enter the amount you want to send. You’ll be quoted a rate for that currency pair, as well as the amount you’ll receive. The rate refreshes after 30 seconds.

   1. If you’re sending a cross border payout with currency conversion, you may specify either the sending amount or the destination amount.

   2. If you’re sending a single currency payout, you may only specify the destination amount.

5. We may require additional information about the nature of your payout depending on where you’re sending funds from, where you’re based, and the amount of funds you’re paying out. Submit the information requested and click Save & Next.

   Information required per payout

   Payout Type	Amount Threshold	Additional Information Required
   Same currency payout	Any amount	None
   Currency conversion payout: IDR → Other currency	≤ IDR 1.6 billion	Source of funds Purpose of funds
   	> IDR 1.6 billion	Source of Funds Purpose of Funds Invoice from Recipient (Document)
   Currency conversion payout: VND → Other currency	Any amount	Source of Funds Purpose of Funds Invoice from Recipient (Document)
   Currency conversion payout: All other currency pairs (e.g. USD → IDR)	Any amount	Source of Funds Purpose of Funds

6. Review your Payout details. Then click Create Payout.

   Exchange rate may update automatically

   If you’re sending a cross border payout with currency conversion, the exchange rate may have been updated automatically with the latest rate. By clicking Create Payout, you are accepting the updated rate.

7. Enter your PIN to confirm the payout. If you’ve not created a PIN before, you’ll be prompted to create a new PIN at this stage.

8. Xendit will process your payout as soon as you’ve completed the payout flow.

9. You may track your payouts in the Transactions page. You may also download our reports to reconcile your payouts.

Feature parity between local account and Global Account

This section is only relevant to users who already have an account with Xendit in a single market.

The single payouts feature on the Global Account dashboard does not have several features that are present on the dashboard of the local account. Refer to the table below to see what the differences are.

If there is a feature that is unavailable on your dashboard, please contact help@xendit.co.