Navigating the Ready for Release Queue

After a bill payment is created in NetSuite, the final step before disbursement is managing payments through the Ready for Release queue. This queue only displays payments that meet key requirements, such as vendor onboarding, funding source linkage, and checklist completion. It also includes tools for filtering, selecting, and exporting payment data to support efficient payment processing.

This article provides a step-by-step guide to accessing and navigating the Ready for Release queue in SquareWorks Automate. It outlines how payments flow into the queue, how to manage and organize them, and how to use available features to streamline release operations.

Access and Use the Ready for Release Queue

The Ready for Release queue collects payments that meet all required criteria and are ready to be released.

These steps explain how to navigate and manage payments within this view.

1. Once a bill payment is created in NetSuite, it may take up to 15 minutes to appear in the Ready for Release queue.

   

2. To access the Ready for Release queue, hover over SquareWorks, then Automate, and click on the Home:

   

3. Next, click Payee Payments and select Release Payments, which will take you to the Release Payee Payments page:

   

   

4. You can control the number of rows displayed on this page by choosing from the Rows per page dropdown.

   

5. At the top of the page, you’ll see three tabs: Ready for Release, Not Ready for Release, and Release in Process:

   

   The Ready for Release tab includes bill payments that have passed all requirements, such as a linked funding source, onboarded payee, and a completed checklist. The Not Ready for Release tab include payments related to payees who haven't responded to an invite, a payment method still pending approval, or an unlinked funding source. The Release in Process tab includes all payments that have been released in the last 60 seconds. After 60 seconds these payments will be released and removed from the queue.

6. Payments are grouped by BUSINESS ENTITY, and this view is collapsible. Click the arrow icon to expand or collapse each group and view all related payments:

   

7. You can select all payments under a business entity by clicking the header row, or choose individual payments as needed:

   

8. The total amount is displayed at both the business entity level and at the bottom of the page under Total Amount. For example, if you select $2, $300, and $600 payments, these will appear below, and the total will display as $902. The record count will also show, such as Total Amount (3) with $902.00 USD under the AMOUNT column:

   

9. To filter the list, click the Filters button and use the Business Entity dropdown to select a specific entity (e.g., SquareWorks):

   

   Only payments that match the active filter will be shown and available for release. If you had payments selected before applying the filter, they will disappear from view.

10. To bring those selections back, click the Clear button. Your previous selections will be restored:

    

11. You can also export the data by clicking Export to CSV. This downloads the full table, not just the filtered or selected records, for use in Excel or a database:

    

This concludes the overview of navigating the Ready for Release queue.