See what each counselor is owed, and mark months paid. Admin only, in the Payroll menu.
Review what is owed
Click Payroll in the sidebar.
Use the counselor dropdown and the month arrows ( ‹ › ) to choose who and when.
Owed this month shows each counselor's share. Sessions this month lists every appointment with its payment state and the counselor's share.
The share is worked out automatically on the gross amount of each paid session, counted in the month the payment landed, using the split: a per session override first, then the per counselor split, then the organization default.
Mark a month paid
Send the money the way you normally do (Gusto, for example), then click Mark paid on a counselor to freeze that month. Use Reopen if you need to change it. Refunds or shares that land after a month is paid roll into the next open month.
Make an adjustment
Click Adjust on a counselor to add a dollar amount. A negative amount deducts (for example, a refund after payout). Enter the Amount and a Reason.
The dashboard tracks the numbers. It does not move money.