Importing Payable Adjustments

Admin: Corporate Admin
Page: Commissions > Payables
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, and upload.

Downloading the File

  1. In the Pay tab, click + Adjustment and select Import from File.

    Adjustment button

    The Import Adjustments pop-up window opens.

    Import Adjustments pop-up window
  2. Click Download example file.

    An Adjustment Template downloads to your computer.

  3. Open the downloaded CSV file in a spreadsheet program, such as Microsoft Excel or Google Sheets.

  4. 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 is taxable or not?

    • ApprovedBy - The name of the employee who approves the change.

    • ApprovalDate - The date of the approval.

    • Note - Enter any additional notes about the change.

  5. Save the file.

Uploading the File

  1. on Payables page Import Adjustments pop-up window, click Choose File.

    Choose File button
  2. Select the saved Adjustment file from your computer.

    Select the file

    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.


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

  1. Fix and re-save the file.

  2. Then re-upload.

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