Managing Your Payees

Overview

Managing a payee in the Revelator platform involves performing various actions to maintain accurate payment and account information. The Payee Details page provides a centralized location for managing transactions, assets, contracts, and profile information related to a specific payee.

The Payee Details page is divided into the following sections:

• Overview: Displays the payee’s balance, statement totals, and most recent releases.

• Assets: Lists all associated assets, including title, artist name, label name, release date, and UPC.

• Contracts: Shows the list of active and inactive contracts linked to the payee.

• Transactions: Provides a history of payments and transactions made to the payee.

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Prerequisites

Before following any of the guides below, please ensure the following conditions are met:

1. Your account has "editor" permissions for Royalty Accounting.

2. Contracts are created with existing Payees available to edit.

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How To: Guides

Update Payee Details

1. Open any Payee Details page and click to open the options menu, and select Edit Profile.
2. This will open a new page where you can update a payees details, including their details, tax IDs, payment information, email, statement currency and portal access.

3. Once changes are made, click Save Changes to save any changes you have made.

Payees can also be edited from within contracts. When adding payee split %, click Edit Payee Details.

Request Payment Info

1. From your list of payees, click to open the options menu and select Request Payment Info.
2. This will send an email to the payee, requesting them to update their payment preferences.

3. This May also be done by selecting multiple payees and clicking Options from the action bar that appears, and selecting Request Pament Info. This will send an email to all selected payees requesting them to update their payment preferences.

Add Transactions To Payees

1. Open to the Transactions tab within the Payee Details page and click Add Transaction, or click to open the options menu and select Add Transaction.
2. A modal window will appear for you to select the Transaction Type and complete available fields.

   Transaction Type	Definition
   Adjustment	An adjustment allows you to adjust the payees balance by a positive or negative value.
   Advance	Add an advance that's been issued to the payee.
   Expense	Record expenses for merch, distribution fees, marketing, fulfilment, etc. against the payees balance when applicable.
   Fraud	Used when recording fines related to fraudulant activity related to a payee.
   Payment	For recording any other general payment that has been made to a payee.

   Different fields are available based on the Transaction Type selected. These include:

   • Entry Amount

   • Method (for Payment type)

   • Entry Date

   • External ID (if applicable)

   • Vendor ID (if applicable)

   • Expense Type (when adding expenses)

   • Associated Contract (if applicable)

   • Memo for additional notes

3. When ready, click Add Transaction to save the transaction entry into your payees transaction history, updating their balance.

Block or Unblock Payouts

Blocking Payouts

1. Open any payee and click to open the options menu, and select Block Payouts.
2. The payees status will be updated and they will no longer be able to receive payments.

Unblocking Payouts

1. Open any payee that has the status "Payouts Blocked" and click to open the options menu, and select Unblock Payouts.
2. The payees status will be updated and they will be able to receive payments again.

This can be performed in batch by selecting multiple payees and opening the Options menu from the action bar that appears.

Export Payee Data

Export An Individual Payees Data

1. From a Payee in the your list of payees or the Payee Details page, click to open the options menu.
2. Click Export Payee Info to download a CSV file with all relevant payee information.

Batch Export Multiple Payees Data

1. From your list of all payees, select multiple payees.

2. An actions bar will appear above the table. Click Options, and select to Export Payees to download a CSV file with all relevant payee information.

3. Alternatively you can export all payees information by clicking to open the options menu and selecting Export All Payees.

Troubleshooting and Tips

• If the payee’s balance shows as zero, verify the Transactions tab to check for recent payments or pending actions.

• Remember to use Filters to locate payees with specific statuses or payment providers, in order to perform batch actions.

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Additional Resources

• How to: Create a Contract
• Creating New Payees
• Enabling Payee Portals
• Adding Payee Advances