Manage Payouts

The Payouts page in ManageCasa provides a centralized view of your electronic payment distributions, allowing you to track, assign, and manage incoming funds such as rent and association fees. It ensures payments are securely deposited into the correct bank accounts while giving you clear visibility into your cash flow.

This feature is available to subscribers with an active ePayments setup in supported countries.

Accessing the Page

• From the left-hand menu, click More Features → select Payouts

The Payouts page is organized into three main tabs, each designed to support different aspects of payout management:

Insights Tab

This section provides a visual overview of payout activity, helping you monitor financial trends at a glance. It includes summary metrics for payout activity, visual charts for trend analysis, and high-level visibility into incoming payments and distributions

Unallocated List Tab

The Unallocated List contains payments that have not yet been assigned to a deposit account. This typically occurs when multiple bank accounts are connected and the system is unable to automatically determine where a payment should be deposited.

Each entry in this list includes key details such as the payer, date, account, and amount. From here, you can manually assign a deposit account by:

• clicking the three-dot menu (⋯) next to a transaction
• choose a Deposit Account
• click Save 

Once assigned, the payment is automatically moved into the Payouts tab for processing.

You can also export the data in this tab for reporting purposes by clicking the three-dot menu (⋯) in the upper-right corner of the table and selecting Save Results

Payouts Tab

In the Payouts tab, you can view and manage all processed and pending deposits. This is your main workspace for handling payout activity. Each payout includes Creation date, Deposit account, Status, and Amount

Each payout entry is clearly labeled with its current status. If a payout shows New, it means the transaction is still pending processing. If it shows Complete, it indicates that the funds have already been successfully deposited into the selected bank account.

When a payout is still in New status, a three-dot menu (⋯) becomes available. Clicking this menu provides two options:

• Edit – Allows you to adjust the payout amount before it is processed
• Payout Now – Immediately processes the payout and initiates the deposit

This gives you flexibility to make last-minute adjustments or trigger payouts manually when needed.

Each payout entry also includes a MC reference code, displayed in gray beneath the Deposit Account field. This reference code is an important identifier used for reconciliation purposes.

It is particularly useful when reviewing bank statements, as the MC reference code is reflected in the transaction description. This allows you to easily match deposits to specific payments and determine which contact made a payment, improving accuracy in financial tracking and reconciliation.

You can export payout data directly from the Payouts page for reporting or accounting purposes. To export a report:

• Click the three-dot menu (⋯) located at the upper-right corner of the table
• Select Save Results

Before exporting, you may also apply filters to refine your report. Filters allow you to narrow down results based on Property, User, Date range, Amount, Status, and Bank or deposit account.

Additional Notes

• If only one bank account is connected, payouts are processed automatically.
• If multiple accounts are connected, manual assignment may be required.
• Email notifications may be sent when payouts are ready for processing
• If a monthly deposit limit is reached, any remaining amount will roll over to the next cycle. Users can also request a higher deposit limit through their ePayments settings (see: How do I change my ePayment Limits?)

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!