Create & Publish Disbursement Cycle

Applicable to Client HR, process flow through B2B Portal.

Email Notification

After Finance approves the credit release, Client HR receives an email notification regarding the contract and its credit readiness for disbursement cycle creation.

Login to B2B Portal

B2B Portal Login

Client HR logins the B2B Portal (https://www.uplay.com.sg/merchants/merchant-login)

Access B2B Portal

B2B Dashboard - Credit Contracts and Reports widgets

Client HR locates and clicks on the "Credit Contract" widget in the B2B dashboard. A list of credit contracts is available on the credit contracts page for further action by Client HR.

Staff

Staff Tab (After a membership is added to individual profile or bulk upload process)

Merchant Staff

Merchant Staff Tab