Keelwright Help
payouts

Keelwright / Search results

147 results for “payouts” in Companies

  1. Customize payout schedules

    Keelwright / Companies / First Steps

    you set the cadence yourself. To add one, open the Payouts tab and choose Add schedule. You can name each schedule after the team or vendor it pays (e.g. “Contractors

  2. Renaming a payout route

    Keelwright / Companies / Moving Funds

    route list. Click into the route you want to rename. Hover over and click on the route name to edit it inline. Press return to

  3. Merging duplicate payout routes

    Keelwright / Companies / Keelwright Account

    from one of your older routes, you will need to repoint any recurring transfer onto the route you are keeping, then archive the

  4. Daily payout caps and how to raise them

    Keelwright / Companies / Limits

    every workspace opens with a shared daily cap. Owners can request a higher cap from the Limits panel, and we review the request

  5. Adding a second approver to payouts

    Keelwright / Companies / Controls

    two-person review kicks in on any payout above the amount you set. Approvers get a notice in the activity feed and by email, and

  6. Why a payout still shows as pending

    Keelwright / Companies / Troubleshooting

    the receiving institution has not confirmed it yet. Most routes settle the next working day; a small number of slower ones can