This tutorial explains how the Transaction Processor can download the SIF file or the transaction template from the platform
If you wish to have a customized SIF file format, you can download it after reaching out to the Customer Success team to set it up for your account.
After the template has been set up by the Customer Success team, the Transaction Processor can access the file by following the below steps.
Step 1
In the Transactions tab, click on View Details as shown below -
Step 2
Click on the Download option as shown below.
Note: The Payroll Table Manager will be able to view the download button but it will be disabled. Only the Transaction Processor will be authorized to download the transaction templates.
Step 3
Under each download button, you will see the templates that are pre-set by the team. If you want to edit/ add new templates, please contact the Customer Success team
Step 4
Once you click on the template name, the required file will be downloaded onto your system.
Note:
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You can download customized templates in .sif, .csv and .xlsx. formats for all Trade Licenses by providing the required template structure to the Customer Success team
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You can set up more than one template per Trade License
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You can add headers and/or empty rows at the top