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.
For matching to subcontractor record:
Subcontractor trading name
Subcontractor UTR
Payment 1:
Rate per day (if different from standard rate)
Description
Number of normal 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
Department
Is CIS deduction deductible
Payment 2:
Rate per day (if different from standard rate)
Description
Number of normal 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
Department
Is CIS deduction deductible
Payment 3:
Rate per day (if different from standard rate)
Description
Number of normal 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
Department
Is CIS deduction deductible
Payment 4:
Rate per day (if different from standard rate)
Description
Number of normal 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
Department
Is CIS deduction deductible
Payment 5:
Rate per day (if different from standard rate)
Description
Number of normal 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
Department
Is CIS deduction deductible
Other:
Cost of materials
VAT
Need help? Support is available at 0345 9390019 or [email protected].