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How do I use payment status filters in agentOS?

Payment status filters are tags you can apply to a person's profile to flag that they should not be paid yet. These tags appear next to their name in payment lists, helping your team hold payments for specific reasons such as awaiting a pay date or retaining funds for expected outgoings.

If a person appears in your Pay People in Credit list but you do not wish to pay them at that time — for example, because you are holding funds for an upcoming contractor payment or waiting for a specific pay date — you can apply a payment status filter tag to their profile. This tag will display next to their name in payment lists as a visible reminder for you and your team.

Step 1 — Create a payment status filter tag:

  1. Type "payment status filter" into the search bar and select Add a Payment Status Filter from the results.
  2. Create your tag with a relevant label (for example, "Hold — awaiting contractor" or "Pay on 1st only").
  3. Save the tag.

Step 2 — Apply the tag to a person's profile:

  1. Open the relevant person's profile in agentOS.
  2. Click Edit.
  3. Go to the Bank Details tab.
  4. Under the Payment Details section, find the Payment Status Filter field.
  5. Use the dropdown to select the tag you created.
  6. Save and close.

The tag will now appear next to the person's name in your payment lists, giving you and your colleagues a clear, at-a-glance indicator that the payment should be held or treated differently.

If you need further assistance, contact support@agentos.com.