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