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      Upload and approve a single BACS File

      Learn all about how to upload and approve a single BACS File.

      How to upload a single BACS File

      Please note: If you have a “Bureau” account you can upload multiple files from your main account platform and have them automatically attributed to the “subsidiary” or “client” accounts. Learn how to upload multiple files here.

      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 file(s)

      B2B Payroll - Upload and approve a single BACS File 4

      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 file, i.e. Monthly Salaries and click Upload

      B2B Payroll - Upload and approve a single BACS File 6

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

      B2B Payroll - Upload and approve a single BACS File 7

      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 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.