Overview
Automated Payments shows shift payments and expense requests for customers using Locate a Locum’s payment module.
For these bookings, invoices are generated automatically within the system, so you do not need to create or send an invoice yourself.
Customers that require you to invoice manually will not appear here. For more information, see Payments, Invoices & What Happens Next.
Open Automated Payments
Open My Shifts from the main navigation.
Select the Finance tab.
Under Payments, tap Automated Payments.
You’ll see two tabs:
Pending — shift payments and expense requests awaiting review and approval.
Approved — payments and expenses that have been approved and are awaiting processing in line with the paying company’s payment terms.
Approval does not mean payment has already been made.
View and filter automated payments
Tap a payment or expense title from either Pending or Approved to open the linked Shift details and review the associated shift and payment information.
To narrow the records shown, select Filter. Depending on the tab you are viewing, available filters may include:
Sort By
Date
Company
Processing Status
Expense Type
For Sort By, choose Oldest or Most Recent.
If you need to add an expense and expenses are enabled for the shift, this can be done from Shift details. For full instructions, see Add expenses from a shift in the app.
Export pending records
Exports are available from the Pending tab only.
To export all pending records, select Options → Export All.
To export specific records, select the checkboxes beside them, then choose Options → Export Selected.
The export will download immediately.
Common questions
Why can’t I see a shift payment or expense in Automated Payments?
Check that:
- the booking was made through the Locate a Locum platform;
- the customer uses Automated Payments;
- the shift has already been worked; and
- the expense, where applicable, has been submitted from the shift.
Bookings where the customer requires a manual invoice will not appear in Automated Payments.
Why is my payment or expense still Pending?
Pending means the shift payment or expense request is still awaiting review and approval.
Once approved, it will move to the Approved tab.
Why hasn’t my Approved payment been paid yet?
Approved means the payment or expense has been approved and is awaiting processing.
Payment timing will depend on the paying company’s payment terms.
Can I export Approved records?
No. Exporting records is available from the Pending tab only.
Why can I only see Export All?
Export Selected becomes available once you select one or more pending records using the checkboxes.
If no records are selected, Options will show Export All only.
Can I add an expense from Automated Payments?
Select the relevant payment or expense title to open Shift details.
If expenses are enabled for that shift, you may be able to add an expense from there. For full instructions, see Add expenses from a shift in the app.
Need help?
Go to More → Support in the app to contact our Support Team.
If you’re a LAL Pro user, you can also access Priority Support for faster help, phone support and dedicated appointments with a Locum Success specialist. For more information, see How to access Priority Support with LAL Pro.