How do I download payment files from a finalised pay run via payroll classic

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following Payroll classic plans: Standard, Premium

BACS is an electronic platform used to make payments directly from one bank account to another. The main two types of payment are Direct Debit and BACS Direct Credit, with payments taking up to three working days to clear.

This feature allows you to download your pay run as a BACs file, that you can then upload to your nominated bank account portal. You need to have set up this feature within your organisation's business settings before you can use this feature. To read further details on how to undertake this process, refer to the following article.

Getting started

The below premises will run you through how to download a BACs payment file and also how to set up your default payment file option.

Download a payment file
  1. Log into your Employment Hero platform.
  2. Click the   Pay Run menu.
  3. Click the required finalised pay run.
    Leave__UK__1.jpg
  4. Click the Actions tab.
  5. Click the   Download Payment File   button.
  6. Click the Download Payment File button.
    Payment__UK__1.jpg
Setup default payment file settings
  1. Log into your Employment Hero platform.
  2. Click the   Pay Run menu.
  3. Click the required finalised pay run.
    Leave__UK__1.jpg
  4. Click the Actions tab.
  5. Click the   Download Payment File   button.
  6. Click the   Payment File Settings button.
    Payment__UK__2.jpg
  7. Select the payment account from the Payment Account drop-down.
  8. Click the Save button.
    Payment__UK__3.jpg

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