Export to payroll

Lokom calculates what you owe and hands it over as a file. It does not pay anyone — your payroll provider does that, and Lokom has no integration that pushes to one.

Being precise about this matters: there is no PayFit, Gusto or other payroll connector today. Export a package and give the CSV inside it to whoever runs payroll.

What the export contains

One button produces one artifact: a ZIP. The popover states its contents — "ZIP · payroll CSV + one statement PDF per person". Inside:

File	What it is
payroll.csv	One row per participant, with their total for the period. This is the file payroll wants.
statements/	One PDF per participant — a readable statement showing their total and the components behind it. Send it to the person, not to payroll.
audit_manifest.json, manifest_hash.txt	A record of what the package contained, so a past export can be identified later.

The CSV and the PDF folder always cover the same people. If someone is in one, they are in the other.

Where to export from

Both buttons produce the same package.

• Payouts — "Export for payroll", on a closed period.
• Review & Close → Close Commissions → Export Management — "New Export", which also lists every previous export for the period.

The period must be closed. Neither screen offers an open period, and the export is refused if one is requested another way.

Exporting

Open the export control, choose whether to include zero and excluded lines, then export.

"Include €0 and excluded lines" is on by default. Its help text reads "Adds zeroed/ignored rows for reconciliation. Does not change the payable total." Turning it off removes those people from the CSV and their PDFs, and leaves the amount owed unchanged.

The download is not instant. Lokom renders a PDF for every participant, so the button shows progress while the package is built — "Preparing the payroll CSV…", then "Rendering one statement PDF per person…", then "Packaging the ZIP…". The download starts on its own when the package is ready. Leave the popover open while it works.

Exporting a period that has not changed since its last export downloads that same package immediately, with no wait.

If a package takes more than five minutes, Lokom stops watching and says "This package is taking longer than usual. It keeps building — press Export again in a minute to download it." The package is still being built. Pressing Export again downloads it once it lands.

Emails must be usable

Payroll matches people by email address, so Lokom checks every address in the package before building anything.

A missing, duplicated, or shared address (sales@, payroll@) blocks the export and names the people involved. Nothing is created — fix the addresses and export again.

From Payouts you may override the block with Export anyway. The flagged people stay in the file rather than being dropped silently. Review & Close has no override; fix the addresses there.

The check covers only the people the package will contain. If you turned off zero and excluded lines, a bad address on someone excluded does not block the export.

Exports and reopening

Reopening a closed period invalidates every export produced from it.

This is deliberate. An export asserts what you owe; if the underlying numbers change, that assertion is void and must not stay downloadable. Once you have re-closed the period, generate a fresh export.

If payroll has already paid against an invalidated export, invalidating it does not undo the payment. You are reconciling the difference by hand, so treat reopening a period that payroll has consumed as a serious action.

Keeping track of what you sent

Exports are records, not files generated fresh each time. Review & Close → Close Commissions → Export Management lists them by version, with the number of recipients, the file count, the size and who generated it, so "which file did we send payroll in March" has an answer.

Changing the zero-and-excluded setting produces a new version, because it produces a different package.

A workable rhythm

1. Close the period.
2. Export the package.
3. Send payroll.csv to payroll.

Closing already emails every payee "Your <period> payout is ready to view" with a link to My Payouts, so reps are told without you doing anything. A payee who wants the PDF on paper or in an email thread downloads their own from My Payouts — Export PDF beside the period dropdown, or the download icon on the closed period's row. It is the same statement, from the same frozen figures, so you only need to send one by hand if someone cannot sign in.

Do not send payroll a file from an open period. It will change.

Other exports

Deal review export (CSV) — the deal-level list from review. Not a payroll artifact; useful for finance reconciliation and for your own audit.