Payouts Add-on
Understand what the Payouts add-on adds to SettleWise and where to learn the daily workflows
The Payouts add-on extends SettleWise beyond receivables so your team can also track outgoing money. It combines expense entry, vendor management, OCR-assisted invoice capture, and weekly accountability exports in one workflow.
Best For
- Businesses that want income and expense operations in the same system
- Teams that work with recurring vendors, contractor invoices, or weekly payout review
- Organizations that want OCR-assisted expense entry and tighter register visibility
What You Unlock
| Capability | What it helps with | Learn more |
|---|---|---|
| Payout tracking | Record outgoing payments with status and register impact | Payouts |
| Vendor management | Keep vendor records, defaults, and categories organized | Payouts |
| Invoice OCR | Extract vendor and amount data from uploaded invoices or receipts | Create a Payout |
| Weekly exports | Group payouts into accountability periods with export options | Payouts |
| Budget alignment | Use payout activity as the operational spend layer that budget tracking can compare against | Budgets Add-on |
| Accounting links | Book completed payouts to expense accounts and the payout register's backing account | Accounting Add-on |
How Access Works
- An admin enables the add-on for the organization
- Users need the right permissions to create, complete, cancel, or review payouts
- Completed payouts reduce register balances, so the add-on directly affects financial operations
- Completed payouts can create account-based entries that feed the Income Statement, account activity, and budget actuals
- QuickBooks and Google Drive behaviors depend on the integrations your organization has configured
Use this page to understand the add-on. Use the Features and How To pages when you are ready to perform a payout workflow step by step.
Go Deeper
Payouts
See the full feature set, statuses, vendors, and payout exports
Create a Payout
Follow the payout creation flow with OCR support
Budgets Add-on
See how payout activity connects to budget-vs-actual tracking
Accounting Add-on
See how payout accounts, registers, and expense lines connect to Accounting
Billing & Subscription
Manage plan and add-on billing details