Context: This guide demonstrates the process of submitting a contribution using an uploaded SAFF file.
Help: Looking to use the manual grid to submit your contribution? See our guide here.
In your new portal, there are two methods to upload a contribution: File Upload via a SAFF file or Manual Grid. This guide will walk you through the process of submitting a contribution using the File Upload method.
Go to the Contributions tab on the left-hand side.
Once you're in the contributions section, select + NEW CONTRIBUTION.
Choose your preferred method to populate your contribution by selecting FILE UPLOAD.
Proceed to upload your SAFF file containing the contribution data.
After the file is uploaded, you can then select the contribution period for the contribution.
Set up your preferred contribution period.
You can also add a file description (optional).
Once everything is set, click NEXT to proceed.
Your contribution details will be displayed in the contribution grid, showing a summary of the data from the contribution file. Once you've reviewed and are happy with the data, click NEXT to continue.
You will see a summary of the contribution file, allowing you to quickly check the details. It will also display your preferred payment method, such as DIRECT DEBIT in the example below. You can verify the DIRECT DEBIT details and select SCHEDULE PAYMENT FOR LATER if that’s your preferred option.
Once you’ve confirmed all details are correct, click Submit Contribution for Payment to complete the process.
To schedule the payment for later, as mentioned below – click Schedule payment for later within the Payment details panel, under the Direct Debit payment method
Select a date and click Done
You will receive a confirmation that your contribution has been successfully submitted. If you are paying by direct debit, you will also be notified that your account will be debited accordingly.
Once complete select Return to contributions and you will see your contribution in the table.
As we’ve scheduled the payment for later with Direct Debit, we will see our contribution with the status of ‘Scheduled’.
Note: If your Contribution is in the
Scheduled
status, you can cancel the contribution before the payment date. You
can
do this via the three dot action menu for that contribution.