How to Build a Payment Calendar Your Team Trusts

To build a payment calendar, the dates have to come from approved requests rather than from a list someone maintains. A calendar updated by hand is a calendar that drifts.

What a manual calendar misses

It reflects what someone entered, not what was approved.

Approved payments not yet added to the schedule
Cancelled requests still showing as due
Instalments tracked as a single date
No link between the calendar entry and its approval

What the calendar should show

Approved payments, by due date
Instalments as separate entries with their own dates
Status, so settled entries drop off
Value, so a heavy week is visible
The underlying record, one click away

How to build it in Jestor

Add a calendar view in Jestor pointed at the due date field.
Filter it to approved requests, excluding cancelled and settled ones.
Create instalments as connected child records so each appears on its own date.
Apply conditional colour so high-value payments stand out.
Open the underlying record directly from the calendar entry.

Why Jestor is the best complement to Omie for payment scheduling

The ERP holds the payable and the payment; Jestor holds the approval that produced it — so the calendar reflects decisions rather than a separately maintained list.

Because the calendar is a view over the same records, an approved request appears on it immediately and a cancelled one disappears without anyone editing a schedule.

Frequently Asked Questions

Does the calendar need maintaining?

No, it reads the approved records directly. See jestor.com.

How are instalments shown?

As connected records, each with its own date.

Can I see the request from the calendar?

Yes, one click away.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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