- By Simon Duffy
- PAS Network Administrator
Importing is both an easy and powerful feature of the P11D Organiser.
Imports can be from .xls spreadsheets, .csv spreadsheets and table/dbf files. If you are using spreadsheets be careful. Make sure you do not have any formulae or scripts in your spreadsheet and only have one workbook. You really need a flat file spreadsheet to minimise possible errors. Problems can occur for a number of reasons. The first one would be an error if you have the spreadsheet open. As with most programs P11D Organiser needs exclusive access to the spreadsheet. Other problems can be use of invalid characters in the import which could be typographic errors or matching the wrong fields.
Make sure that dates are formatted in the dd/mm/yyyy format otherwise the system may reject the data or change it to an invalid date. As with all other procedures it is advisable to backup the software first by pressing F3. You will notice that as well as importing 11 benefit types you can also update or add employees if need be. Section D Living Accommodation is not included as a benefit import as it is more likely to be manually input and is a more complex benefit.
Log files are created for all imports and can be viewed by pressing the Excel button. If there are any problems in an import removed data will be reported on an .err file. You can open this in Excel as well and if you edit the appropriate error you can re-import this spreadsheet.
Add Your Comments
Blog Categories
Subscribe
Keep up to date with all the latest P11D news from PAS by RSS or email.
Via RSS 2.0
Via Email
Enter your email to receive the latest P11D news and our free P11D Organiser Newsletter via email.
Testimonials
"The payback from the system can be seen in hours rather than weeks or months."
- PUMA UK
"The customer service we have received from PAS LTD has been of a high standard and very much appreciated by the payroll team."
- NATWEST BANK
"As simple as pushing a button."
- SONY
"Outstanding service at every level."
- AMAZON.co.uk
Commenting is closed for this article.