Not OK By Billing
Navigation Path
Auto Mailer → Not OK By Billing
Url Path
/automailer-not-ok-by-billing
Overview
The Not OK By Billing page displays salary records that have not been approved by the Billing team for a selected branch, month, and year.
This page is part of the Auto Mail module and is mainly used to:
- Identify billing rejections
- Review affected units
- Notify concerned teams via email
- Export records for further analysis
Access Control
- Accessible By: Admin, Super Admin
- Restricted For: Users without billing or payroll privileges
Purpose of the Page
The Not OK By Billing page helps administrators:
- Track salary records rejected by billing
- Review unit-wise billing issues
- Send automated email notifications
- Export rejection data for audits and corrections
Search & Filter Section
The top section contains mandatory filters used to fetch data.
1. Branch
- Field Type: Dropdown
- Required: Yes
- Description:
Select the branch for which billing status needs to be checked. - Example:
DELHI NCR
2. Month
- Field Type: Dropdown
- Required: Yes
- Description:
Select the salary processing month. - Example:
November
3. Year
- Field Type: Dropdown
- Required: Yes
- Description:
Select the salary year. - Example:
2025
Actions
Search
- Fetches salary records that are Not OK by Billing
- Displays unit-wise rejected records in the table
Reset
- Clears all selected filters
- Resets the page to initial state
Salary Records Table
The table displays all units whose salary records were not approved by billing.
Table Columns
| Column Name | Description |
|---|---|
| S No | Serial number |
| Unit ID | Unique system-generated unit identifier |
| Unit Code | Unique code assigned to the unit |
| Unit Name | Name of the unit |
| Branch OK Date | Date when branch approval was given |
| Amount | Salary amount pending billing approval |
| Records | Number of salary records |
Table Features
- Column-wise search and filter
- Row selection using checkbox
- Pagination support
- Sorting enabled on applicable columns
Actions Section
Send Mail
- Sends automated email notifications to:
- Billing team
- Concerned stakeholders
- Includes details of:
- Unit
- Month & Year
- Pending salary amount
Export
- Exports the displayed records to:
- Excel / CSV format
- Used for:
- Offline review
- Audit documentation
- Billing reconciliation
Validation Rules
Branch, Month, and Year are mandatory No data is shown until search is performed Only Not OK by Billing records are fetched
Security & Permissions
Read-only access to salary data No edit or delete operations allowed Email action restricted by role Export access controlled via permissions
API Endpoints
The Not ok by Billing module interacts with the following API endpoints:
Base URL
export const AUTOMAILER_ANALYSIS_REPORT_URL = '/api/salary-analysis-report'
Endpoints
| Endpoint | Method | Description | Parameters/Body |
|---|---|---|---|
${AUTOMAILER_ANALYSIS_REPORT_URL}/search | POST | Search salary analysis data | Body: data |
${AUTOMAILER_ANALYSIS_REPORT_URL}/types | GET | Get available report types | - |
${AUTOMAILER_ANALYSIS_REPORT_URL}/send-email | POST | Send report files via email | Body: data |
${AUTOMAILER_ANALYSIS_REPORT_URL}/export-excel | POST | Export salary analysis to Excel | Body: data |
${AUTOMAILER_ANALYSIS_REPORT_URL}/export | POST | Export salary analysis PDFs | Body: data |
RTK Query Hooks
The following hooks are available for frontend integration:
useSearchSalaryAnalysisDataMutationuseGetAvailableReportTypesQueryuseExportSalaryAnalysisPdfsMutationuseSendReportFilesEmailMutationuseExportSalaryAnalysisExcelMutation
Summary The Not OK By Billing page provides a centralized view of salary records that failed billing approval. It helps administrators identify issues quickly, communicate with stakeholders, and maintain transparency in the payroll process.