Payment activity
Organize payment information for employees and vendors in the same workspace as their supporting records. Teams can follow the recipient, amount and related activity without losing the reason for payment.
Keep payments organized
See payment activity in the context of the work behind it.
Follow employee and vendor payment activity with the records that explain each amount. Keep payable details close to invoices, purchase orders and people information so finance teams can review what is due and which work it relates to.
WHAT YOU CAN DO
The essentials, working together.
Practical tools for the work behind payment management.
Payables context
Review payable amounts with the documents and billing information that explain them. Keeping those details together gives finance teams a clearer starting point when checking what is due.
Purchase connections
Follow a vendor payment back to the supplier record and purchase order. The purchasing context helps teams review an amount before continuing with payment activity.
IN PRACTICE
Keep each payment close to its source
Payment activity can involve employees, vendors and customer billing, each with different supporting information. SmartAdmin helps teams organize payment schedules and payable details beside the records that explain why an amount is due.
For vendor work, a purchase order gives finance teams useful context before a payment is reviewed. For employee work, payroll and leave data inform the wider process. Keeping these paths visible helps teams follow a payment without treating every transaction as the same kind of work.
HOW TEAMS USE IT01 02 03
Vendor payment review
Look at purchase details and the vendor record before following payment activity.
Employee payments
Keep payment information in context with people and payroll records.
Payables overview
Review what is due and the documents associated with each amount.
A SIMPLE FLOW
A more connected payment trail
Follow payment information from the source document to the relevant person or vendor.
See the workflow in a demo- 01
Review the source
Find the related invoice or purchase detail.
- 02
Track the payment
Record payment activity for the right recipient.
- 03
Keep the context
See the payment with its related record.
MADE FOR YOUR TEAM
Useful context for the people doing the work.
Finance teams
Review payment activity with its payable details and source documents close at hand. This gives the team a clearer view of who is due an amount and why.
Procurement teams
Keep vendor details and purchase orders linked to the payments that follow. When an order needs review, the supplier and purchasing record provide the necessary context.
Business owners
See employee and vendor payment activity in relation to the work behind it. A connected view makes financial follow up more useful than a list of isolated amounts.
SEE SMARTADMIN IN ACTION
See Payment Management in your workflow.
Request a walkthrough with our team or explore SmartAdmin yourself.