YTD Importer

Overview

You can import the starting year to date balances into your portal using the YTD Importer. This is intended to be used during the initial portal configuration.

1. Go to Config > Payroll > YTD Importer.
2. Select the financial year that the YTD balances fall in.
3. Download the template to fill in the current YTD starting balances, entering the relevant data and ensuring that the headers and usernames aren’t altered. 
4. Click Choose File > select the file > Upload.
5. Review the data in the validation screen, the click Confirm if the data is correct. To return to the upload screen instead, click Back.

Generally, this importer is used during the implementation process with the guidance of an Astute team member. However, it is not locked and can be used at any time. We recommend contacting [e-mail] before attempting to import any of this data yourself though.