Import financial information using the Flexi Utility

The Flexi Utitliy allows you to import financial information for employees from a CSV file into Sage Payroll Professional.

The Flexi Utility for financial information allows you to import financial values ot the following screens:

• Earnings
• Deductions
• Company contributions
• Calculated fields
• Perks (fringe benefits)
• Other fields (Own screen, shifts, Total Hours)

You can also import units our hours where you've defined methods of calculation.

1. Access your company from the Company Listing screen.
2. From the Main Menu, select Interfaces, then select Flexi Utility.
3. Select Financial Information.
4. Select Import.
5. Select Yes to create a backup. 
6. Click Guidelines to download the file layout and specifications for this import utility.
   The guidelines help to create an import file, indicating mandatory and valid input allowed.
7. Click the grey box to browse and select the import file.
   As an alternative, drag the file from File Explorer to the box.
   The filename appears when the file uploads successfully.
   
8. Select Validation run only to test the data import.
   This ensures the file input is correct, without importing any values.
9. Select the Clear Financial Value boxes to override existing financial values (optional).
   If you have a zero in the import file, it will clear the values with zeroes.
10. Click Upload.

The system validates and uploads the input. A report generates with the details of changes you've imported.

If the system finds any errors, you'll receive an error report.

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