Create Row-based Mapping templates

If the uploaded payments file has a single payment on each row, the Type of Mapping template used for the import must be Row-based.

  1. Select the Type as Row-based.
  2. To set how the payment information is imported, select an option from Import method.
  3. Select the Basis of the payments in the file.
  4. If the file has header labels in the columns, select File has header row.
  5. If a Department and Cost Centre apply to each row, select Has payline costings.
  6. For each column in the preview, select which column the data is in on the file.
  7. Select Save mapping.