Report for New Payees with Unallocated Balances
Planned
We’ve run into a bit of a recurring issue in the royalty module. Every time we run royalty statements, we update payees where needed — but inevitably, one or two slip through and don’t get completed properly on our end. The tricky part is that it’s not obvious which new payees have unallocated balances left hanging in the system. Even if the amounts are small, it reflects badly on us.
It would be super helpful to have a report or download that shows all new payees with unallocated balances. That way we could:
1) Spot missed transfers
2) Make sure everything’s been tied up properly after a payee change
3) Cut down on manual checks and follow-up emails
Would love to see this as a future feature.
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Official comment
Dear Anne,
Thank you for submitting your feature request. The team have discussed the idea and do see the benefit of building out this functionality within the system, though, due to developmental requirements, the project will not take the form of a report.
Instead, we will be implementing a change on the payee screen which does not allow you to create a new payee for a contributor, where that contributor has a balance that needs re-allocating. We will then also add in to the preflight a check which tells you if there are contributors who are missing payees. This will apply eg where there is no payee at all, or where the payee allocation does not amount to 100%.
What this means in practice is that, to change the payee for a contributor, you will have to re-allocate any remaining balance in the process. If you do not (eg where you do not have the details of the new payee yet), you will have to leave the contributor with no payee set up, and this will be caught in the pre-flight, which can act as a reminder / check before you run your royalties.
Do let us know have any questions.
Kind regards,
Emma
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