Bulk Invoice CSV Load
Enables you to load off-payroll worker invoices data from a spreadsheet, which has been saved as a comma-separated values (CSV) file. You can upload the CSV file without updating the database to validate the file first, if required.
The CSV file must be structured using row and column keywords to map columns to employee data fields.
Click 
here to view an example spreadsheet for bulk invoice CSV load.
| Emp No. | Other Identifier | National Insurance No. | Invoice No. | Invoice Date | Pay Element ID | Gross Amount | VAT Amount |
|---|---|---|---|---|---|---|---|
|
<DEFN> <EMPID> <DATA> |
|
|
|
|
|
|
|
|
1000005 |
AAA_OFF003 |
OP100003B |
INV0000013 |
15/09/2019 |
3135 |
2250.00 |
450.00 |
|
1000007 |
AAA_OFF003 |
OP100003B |
INV0000008 |
20/08/2019 |
3137 |
2500.00 |
362.50 |
|
<EOD> |
To access this window, enter fast path HR311S12.
Selection
File on Server
Select this check box if the CSV file you want to load is located on the server or leave it blank if the file is on your local PC.
File Name
Enter the name of the CSV file, or click WINDOW to display either a file upload window or Select Server File (depending on the file source), where you can browse for the required CSV file.
Process Option
Report Only
Enter Y to validate the file without updating the database and generate a report detailing the number of records validated, total successes and total errors.
Click CONTINUE to load the CSV file, and update the database or validate the file as indicated.
MD311S12