Bulk Payment Management in Niobi Introduction Bulk payments let you process multiple vendor payments at once instead of creating individual payments one at a time. Whether you pay dozens of vendors weekly or process payroll-related payments monthly, bulk payment uploads save time and reduce errors. This guide covers how to prepare payment files, upload them to Niobi, review payment details, authorize batches, and track processing status. Bulk payments are ideal for any business that makes multiple payments on a regular schedule. \--- When to Use Bulk Payments Bulk payments are ideal when you need to process multiple payments at once. 📅 Regular or Scheduled Payments - Salary and payroll processing - Weekly vendor payments - Monthly supplier settlements - Contractor or freelancer payouts 💼 Operational Bulk Payments - Paying multiple invoices at month-end - Settling approved bills in a single run - Processing payments for field workers or agents - Paying multiple service providers at once ⚡ Efficiency Use Cases - Handling 10+ payments in one session - Reducing manual payment repetition - Minimizing data entry errors - Standardizing payment execution Before You Start To process bulk payments, ensure: - You have sufficient account balance - Payees already exist in the system - You have payment permissions for your role - You are ready to review and authorize payments How to Create Bulk Payments Step 1: Go to Send Payments - Go to the Dashboard - Click Send Payments - A payment window will appear - Select Bulk Payments option Step 2: Choose How to Add Payments You have two options: Option A: Upload a File - Click Download Template (recommended) - Fill in the CSV template with payment details - Upload the completed file Option B: Manual Entry - Click Add Payment Manually - Enter payment details one by one - Repeat for all required payments Step 3: Prepare or Upload Your File If using a file: - Use CSV format - Follow template structure exactly - Ensure payee names match system records - Verify amounts and currencies are correct You can download a template directly from the bulk payment screen. Step 4: Review Payment Details After upload or manual entry, you will see a review screen. Here you can: - View all payment records - Confirm payee details - Check amounts and descriptions - Identify any errors or missing data You can also: - Switch between table view and form view - Edit individual payment entries - Make corrections before proceeding Step 5: Select Payments to Process - Use checkboxes on the right side of each record - Select all or specific payments - Only selected payments will be processed Step 6: Confirm and Proceed Once satisfied: - Choose whether to: - Pay now - Schedule for later Step 7: Authorize Payment - Enter OTP or security verification when prompted - Confirm authorization - Payments will be submitted for processing What Happens Next After submission: - Payments begin processing - You