NOTE: You are viewing documentation for a previous tax year version of BrightPay. Click here to view the documentation for the current 2024/25 tax year version.

Importing Deductions using CSV file

To import additions, 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.

To assist with column selection, simply select 'Match Header Row'. BrightPay will try and match as many columns as it can for you
Also indicate whether you would like to replace the equivalent pay items that are already present on each subcontractor's payment screen with the new amounts being imported in by selecting/de-selecting 'Replace Existing'
Should you wish to remember your column selection for future imports, instruct BrightPay to 'Remember Columns'. BrightPay will subsequently remember the column selection used in the previous import when next importing a CSV file.
Should you wish to reset your column selection at any time, select 'Reset All Columns'.

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

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

For matching to subcontractor record:

Subcontractor trading name

Subcontractor UTR

Deduction 1:

Description

Amount

Department

Is deducted before CIS deduction

Deduction 2:

Description

Amount

Department

Is deducted before CIS deduction

Deduction 1:

Description

Amount

Department

Is deducted before CIS deduction

Deduction 3:

Description

Amount

Department

Is deducted before CIS deduction

Deduction 4:

Description

Amount

Department

Is deducted before CIS deduction

Deduction 5:

Description

Amount

Department

Is deducted before CIS deduction

Need help? Support is available at 0345 9390019 or [email protected].

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