Importing Payable Adjustments

Learning Experience Team

July 08, 2021 18:10

Admin: Corporate Admin
Page: Commissions > Payables
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Commissions/ManagePayables
Permission: ViewCommissions(), ViewPayables()

After reviewing payables, you can use the Import from file feature for mass payable Adjustments. You can download a CSV template file to your computer. Then complete the template, save it, and upload it.

Downloading the File

In the Pay tab, click the Add Adjustment button and select Import from file.

The Import Adjustments pop-up window opens.
Click Download example file.

An Adjustment Template downloads to your computer.
Open the downloaded CSV file in a spreadsheet program, such as Microsoft Excel or Google Sheets.
Add the adjustment information in the appropriate columns.
- AssociateID - The ID of the Associate who will receive the adjustment.
- Description - A description of the change.
- Amount - The amount to adjust. It can be positive or negative.
- Taxable - Is the amount taxable or not?
  - Yes - The income is considered taxable on the Associate’s 1099.
  - No - The income is not considered taxable on the Associate’s 1099.
- ApprovedBy - The name of the employee who approves the change.
- ApprovalDate - The date of the approval.
- Note - Enter any additional notes about the change.
Save the file.

Uploading the File

On the Payables page Import Adjustments pop-up window, click Choose File.
Select the saved Adjustment file from your computer.

The file begins to upload.

Once you upload the file, the results will appear under the Pay tab with the Payable Status — Force Pay status.

Troubleshooting

If there are errors in the file or missing fields, you will receive an error notification. To correct the errors:

Fix and re-save the file.
Then re-upload.