To upload your existing custom bank file template to BrightPay Cloud, please follow the below steps or watch our tutorial video below:

Upload Custom BankFile from Desktop to Cloud

Steps:

> You will need to access the computer that you used BrightPay desktop and the custom bank file on
> Go to the file location:

C: > ProgramData > Thesaurus Software Ltd > BrightPay UK > "BankFileTemplates.xml"
 
PLEASE NOTE - If the Program Data folder is hidden go to File > Folder and search Options > View > Show hidden files and folders. (The Program Files folder will not work) 

>Copy this file to a location of your choice on your computer (e.g. "Desktop" or "Downloads", etc.)

In BrightPay Cloud:

> Log in to the employer you wish to use it in

> Go to the finalised period you wish to create the bank file for

> Click on the 'Pay' option at the top middle of the screen

> Choose the Credit Transfers / Create Bank File option

> Tick / Untick the applicable employees and click on 'Create Bank File'.

> On the left hand side of the screen, choose the option "Custom Templates"

> Click Select an XML File to Upload

> Choose the file that you have retrieved in the above steps, press Open and then Save

> The new bank file format should appear for you under Custom Templates to use

We strongly recommend that you test this new template with your bank in advance of pay day to avoid any disruption in transferring salaries to your employees. Banks can have multiple different formats for their bank file templates and if you require any amending please let us know within 5 working days of your pay date so the adjustments can be made for you.