The basics
The Wise integration allows you to automatically pay employees through Wise from within Planbase.
Imports your Wise recipients directly into Planbase.
Automatically generates quotes and transfers based on approved timesheets and funds the payments directly from your Wise balance.
To get started, login to your Wise account and create a personal access token from the Integrations and tools section.
Next, head to the settings page in Planbase and click the integrations tab at the top.
Insert your personal access token where prompted.
You should also enter either of the following Wise URLs depending on whether you want to connect to a production account or a sandbox for testing:
Sandbox https://api.sandbox.transferwise.tech
Production https://api.transferwise.com
1. Import Employee Details from Wise into Planbase
Add your employees as recipients in your Wise account using their bank details directly
Employee emails in Wise must match the email you used in Planbase
❗Make sure you enter the bank details manually, even if Wise is able to find a Wise account that matches the email you provided
Use the Sync Now button from within the integration in Planbase to automatically pull the recipients and make them payable from within Planbase
2. Pay Employees From Within Planbase
💡💡 Set up your Pay Cycles in Planbase before you can use this feature!
From the Timesheets Page you'll see the option to pay employees with Wise
Click the button to start the payment workflow; only employees with approved timesheets that have not yet been paid out will be included in the workflow
Select the employees you'd like to pay and click Next
Review the amount being sent, the amount to be received, the FX rate, and the total fees.
When ready, execute the payment, which will be funded directly from your Wise balance
The successful payments will be clearly indicated, as well as any errors
3. Reporting on Past Payments
Payment logs are available from the Planbase Reporting page
