Importing Pay Records from a CSV File

Importing Periodic Basic Payments

To import set basic amounts, go to 'CIS' > 'Payments' > 'More' > 'Import Pay Records from CSV File' > 'Import Weekly/Monthly/ Payments:

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your subcontractor data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:


 

 

4) Click 'Import' to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Payment Import File are:

Trading Name

UTR

Amount

Is CIS Deductible

Cost of Materials

VAT

Department

 

Importing Daily Payments

To import daily payments, go to 'CIS' > 'Payments' > 'More' > 'Import Pay Records from CSV File' > 'Import Daily Payments':

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your subcontractor data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:

 

 

4) Click 'Import' to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Daily Payments Import File are:

 

Trading Name

UTR

Description

Daily Rate

Number of Standard Days

Number of Time and a Half Days

Number of Time and a Third Days

Number of Time and a Quarter Days

Number of Double Time Days

Number of Triple Time Days

Number of Quadruple Time Days

Is CIS Deduction Deductible

Cost of Materials

VAT

Department

 

Importing Hourly Payments

To import hourly payments, go to 'CIS' > 'Payments' > 'More' > 'Import Pay Records from CSV File' > 'Import Hourly Payments':

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your subcontractor data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:

 

 

4) Click 'Import' to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Hourly Payments Import File are:

 

Trading Name

UTR

Description

Hourly Rate

Number of Standard Hours

Number of Time and a Half Hours

Number of Time and a Third Hours

Number of Time and a Quarter Hours

Number of Double Time Hours

Number of Triple Time Hours

Number of Quadruple Time Hours

Is CIS Deduction Deductible

VAT

Department

 

Importing Additions

To import additions, go to 'CIS' > 'Payments' > 'More' > 'Import Pay Records from CSV File' > 'Import Additions':

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your subcontractor data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:


 

 

4) Click 'Import' to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Additions Import File are:

 

Trading Name

UTR

Description

Amount

Is CIS Deduction Deductible

Department

 

Importing Deductions

To import deductions, go to 'CIS' > 'Payments' > 'More' > 'Import Pay Records from CSV File' > 'Import Deductions':

 

1) Browse to the location of your CSV File

2) Select the required file and click 'Open'

3) Your subcontractor data will be displayed on screen. For each column, choose the payment data it represents. Ignore any columns and uncheck any rows you do not wish to be imported:

 

4) Click 'Import' to complete the import of your payment information.

 

Fields which can be imported into BrightPay using the Deductions Import File are:

 

Trading Name

UTR

Description

Amount

Is Deducted Before CIS Deduction

Department