Saturation Pay is the expense management program designed for production teams. Important Note: Before continuing, learn how to start from our Getting Started With Saturation Pay page.
Issue Spend Cards
Once funds are deposited and posted to your Pay account, you can now issue expense cards.
Go to the Cards page
Click Issue card
On the Issue Card modal, fill out the required information:
Card Type: You can opt to create a virtual or physical card. Physical cards will require additional verification to activate and may require an additional fee depending on the shipping option selected.
Cardholder: An existing contact in the workspace or you can create a new contact. A phone number is required. Note: You can do this in bulk if you have multiple contacts needing cards.
Funding source: Defaults to Debit. Credit requires a separate application and approval.
Spend controls:
Spend Limit Amount and Frequency: You can cap the spend limit for the card by entering an amount and frequency (e.g., daily, weekly, monthly, total).
Category Limit: You can limit the category of merchants where the card can be used (e.g., restaurants, airlines).
Project & account (optional): The card can be issued for a specific project or for a workspace (e.g., to be used across multiple projects). By default, it will be issued for the workspace.
Card nickname: Brief name that describes what the card is used for (e.g., Wardrobe, Meals, Set Design)
Click Issue to create the card.
An email will be sent to the cardholder notifying them that a card has been issued. The cardholder must click the activation link in the email to activate the card. Upon clicking the link, the cardholder will be taken to Saturation's website to log in and accept the card terms of service. Once the card has been activated, the cardholder can view the card details, spend limits, and upload receipts for their transactions in their Saturation dashboard.
Note: To enable Project Admins and Accountants to issue cards from within the project, the project must be allocated funds first. To allocate funds, on the Banking page, click the +Add button next to Project Allocations and give the project a spend limit. This action can only be performed by Workspace Owners, Admins and Accountants.
Manage Cards
To see the list cards issued, status, and other information, navigate to the workspace Cards page from the left nav. You can click on each card to view its details and see the list of transactions.
From here, you can also resend invites for pending cards by right clicking on the card and clicking Resend Invite.
Edit Card Details
Click on the card to edit its details. You can change the card name, project assignment and spend limits.
Deactivating/Deleting a Card
Right click on the card and select Freeze card or Cancel card. Freezing or canceling a card will block the card from being used moving forward. Once a card is cancelled, it can't be reactivated. A frozen card can be unfrozen.
Sending Payments
Your Saturation Pay account can be used to send payments to vendors or reimburse crew members.
On the workspace Banking Funds page, click the Move Money button and select Send Payment. Alternatively, on the project Funds page, click the Send Payment button.
Fill in the details for the payment and attach any relevant invoice or receipt.
Confirm the information is accurate on the Review screen and click Send Payment.
If an approval flow has been set up, the approver(s) will be asked via email to approve the payment before it is issued to the recipient.
Note: The Pay account must have sufficient funds in order to issue payment.
đĄ Tip: Be sure to double check the routing and account numbers before sending the payment. Most reversed payments are due to invalid routing numbers.
Vendor Initiated Payment Requests
Saturation streamlines vendor payments via our Payment Links feature. Simply configure a payment link for the project or workspace and send the link to your vendor.
Create a Payment Link
On the workspace Banking Funds page, click the Move Money button and select Payment Request. Alternatively, on the project Funds page, click the Move Money button and select Payment Link.
A modal will appear with options on how to request the payment.
By default, you can set the request to send to an email.
You can also get a request link instead
Note that the link will use the configuration you have set up in Onboarding. To adjust the link or to create another onboarding configuration, go to your Contacts page > click the arrow beside "Invite to Onboard" > Manage Onboarding > Set up the Requirements set if it exists or build it in Requirements and set the link to the desired Requirement on the Links page on the panel.
If you have no already, on the Onboarding modal, make sure you have configure your requirements:
Select whether to require tax document uploads like W-9
Choose whether to require startwork signature
Add any NDAs or other documents that need signing
Copy the generated link or send it directly via email through the Request payment modal
Note: The payment link can be reused if the vendor has multiple payment requests. The same link can be also used for other vendors who belong to the same project and have the same requirements.
Note: If you checkmark "Enable payment requests" on your link configuration, your vendor will be able to request invoice from their dashboard directly
What Your Vendors Will Experience
When vendors click on your payment link, after signing into Saturation, they will see the payment request screen where they can upload their invoice, include relevant details for the payment, and submit the request.
Once the request has been submitted, if an approval flow has been set up, the approver(s) will be asked via email to approve the payment before it is issued to the recipient.