Business - Payroll
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      Multi File Upload

      Learn all about how to upload and approve multiple files for when you have access to a bureau account.

      How to upload multiple files

      Step 1: Using the blue button at the top of the screen click Payroll

      B2B Payroll - Upload and approve a single BACS File 1


      Step 2:       From the upload options click BACs (.txt)

      B2B Payroll - Upload and approve a single BACS File 2

      Step 3: You are now on the screen titled Upload Bulk Payments BACS CSV File

      Please note:  Before uploading your payment file ensure the following:

      1. You have sufficient funds on your currency balance to cover the payments being scheduled.
      2. All recipients have been successfully saved to your account.


      B2B Payroll - Upload and approve a single BACS File


      Step 4:       Browse your computer to select the appropriate files.

      Please note: When uploading multiple files the naming structure needs to lead with the unique account number which corresponds with the number shown in the top left of the sidebar of the client account.


      B2B Payroll - Multiple Files - Bureau account number

      In the files below, 5677098162 BACS Example 1 will be allocated to Bureau Client 1 because its account number is shown first within the file description. The files will then be allocated to the appropriate sub-accounts.

      B2B Payroll - Multiple Files


      Step 5: Select the payment date you require

      Please note: The date will default to the current days date.


      B2B Payroll - Upload and approve a single BACS File 5

      Step 6: Amend the description to be the desired name of the upload, e.g May Salaries and click Upload

      B2B Payroll - Multiple Files 5

      Step 7: View your uploads by navigating to Payroll, then scroll down and click Details 

      B2B Payroll - Multiple Files - View pending files


      Or view by client via the left sidebar navigation Single Sign-on > Subsidiary Login

      B2B Payroll - Multiple Files 6

      Then select the client and click Login

      B2B Payroll - Multiple Files 7

      To view pending uploads, click on Payroll in the top navigation and scroll down

      B2B Payroll - Multiple Files 8

      Step 8: Review and approve by clicking Process Payments

      B2B Payroll - Upload and approve a single BACS File 8

      That's it. You should have your multiple BACs file uploaded and approved.

       

      Still need support? Get in touch with our customer support team here. Or perhaps you would like access to our platform, please speak to one of our dedicated sales representatives to open an account today here.