Skip to Main Content
Paycircle Ideas Portal
Categories Imports
Created by Rachel Lovell
Created on Dec 20, 2023

Add number of periods when importing recurring payments

In January we have a lot of schemes starting that require a recurring deduction to be made for example Christmas savings and holiday purchase. We can import these but it then doesn't give us the option of how many periods this need to be recurring for meaning we then have to go in each record manually to add this.

Would be good if there was option to import this

Describe the Challenge Being able to use the import function and not then have to go into everything we've imported manually to add the number of recurring periods we want the deduction to happen
  • Attach files
  • Hannah Brant
    Reply
    |
    Apr 10, 2024

    Totally agree! With payrolling benefits, there will be items that need to run for 12 months for large volume clients and then be renewed annually. The time to go in and mark them for 12 month periods or delete them out every renewal cycle will be extensive