The Contractor Payables dashboard provides an overview of all of your payables with helpful at-a-glance details and status updates.
Contractor Payables Dashboard Overview
To access your Contractor Payables dashboard, navigate to the Send Payments section of the left-hand panel and select Contractor Payables.
All payments to contractors are recorded in Pebl Contractor Management as contractor payables. You'll see an overview of Recent payable activity, including the $ amount of Open payables, Overdue payables, and Paid (last 30 days) payables. You'll also see helpful reminders about your next scheduled payroll and payables that require approval:
Status Tabs
From the top bar, you can navigate between tabs based on payable status:
To Approve: All payables and requests that are not yet scheduled to be paid.
Scheduled: Approved payments will queue here before they are paid in the next payroll cycle.
Paid: The full history of payments sent.
Payroll Runs: A record of every payroll run and its corresponding details.
All Payables: Every requested, scheduled, and paid payable.
All Deductions: A record of all deductions from a contractor's pay.
Bulk Actions
From the To Approve and Scheduled tabs, select the checkbox to the left of one or more payables and click the Actions drop-down to take action on multiple payables:
Filters
Click Filters above a list of payables to filter by Contractor, Requested date range, and more. Filter capabilities will update based on the Status Tab you're filtering from:
Creating Payables
To get started creating a payable, click the Create payable button at the top right of the Contractor Payables dashboard. For a step-by-step walkthrough, see our guide to Creating Payables.
Action Menu
Click the three-dot menu icon next to the Create payable button to display additional options:
Bulk upload payables
Run off-cycle payroll: send payments outside of your regular payroll schedule.
Payable settings
CSV Report
To download a CSV report of contractor payables, simply click the download icon at the top-right of the table:
If you're viewing a specific status tab or have filtered your payables, only the payables displayed will be exported to the CSV file.
For questions about the Contractor Payables dashboard, please reach out to [email protected].