File uploads & templates
Upload files, manage templates and handle bulk amendments.
By David and 2 others3 authors17 articles
Custom templates
Build and maintain upload formats.
- Manage a Custom TemplateTemplate management centre for viewing audit history, copying, downloading, hiding and deleting custom templates.
- Edit a Custom TemplateUse the template configuration to edit a custom template.
- Create a new Custom TemplateUse the template designer to create a custom template.
- Custom Template Types for New UploadsList of available Custom Template types and their required fields.
- Custom Template Types for Existing UploadsList of available Custom Template types and their required fields.
- Create English or Welsh file upload templatesAdd a Language Preference field to a custom file upload template.
Customer bulk upload
Upload customers and schedules in bulk.
- Upload customers on a rolling scheduleUploading new customers on a rolling schedule, allows you to set up ongoing Direct Debit collections by importing customer details in bulk.
- Upload customers on an end on exact date scheduleUploading customers on an end on exact date schedule, allows you to set up Direct Debit collections that run for a fixed number of payments and then stop automatically.
- Upload customers on a number of debits scheduleUploading customers on a number of debits schedule, allows you to set up Direct Debit collections that end after a set number of payments.
- Upload customers on an ad hoc scheduleUploading customers on an ad hoc schedule, allow you to manually import customer details in bulk for one‑off Direct Debit collections.
- Upload customers on an all fields templateUploading customers using an all fields template, allows you to import new customers who need to be set up on different schedules.
- Upload customers on a custom templateUse a custom template to prepare, upload, and submit new customer data.
Bulk amendments
Apply changes across multiple records.
- Amend customer references in bulkAmend customer references in bulk via the File Upload tab.
- Change the payment date of contracts in bulkUpload payment date changes in bulk via the File Upload tab.
- Amend the start date of Direct Debit contracts in bulkUpdate the start dates of Direct Debit contracts in bulk.
- Bulk Cancel and ArchiveCancel and archive multiple Direct Debit contracts using the Bulk Cancel and Archive template.
- Amend or delete ad hoc payments in bulkAmend or delete pending ad hoc payments in bulk using the File Upload tab, allowing you to quickly update or remove multiple payments at once.