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
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.