How to export a CSV from MoneySoft

Step-by-step process on how to export a CSV for MoneySoft and import it into Crezco

  1. Before getting started, please ensure Employees are under BACS for payment type
  2. Navigate to the pay tab
  3. Then go to payments
  4. Select the BACS payments file option
  5. Under the file layout, choose General
  6. Then select click here to create this file. You have now exported your CSV successfully!
  7. Now log into your Crezco account, and navigate Accounts Payable tab on the left hand side of the screen
    Screenshot 2022-11-22 at 12.26.26



  8. Once on the main Payables page, please click Import Payments on the right-hand side of the page
    Screenshot 2022-11-22 at 12.36.01

  9. There you will be able to upload your recently exported CSV file

  10. Please make sure to select the CSV type you exported, which would be MoneySoft CSV and then click Confirm
    Screenshot 2022-08-31 at 09.36.24

    1. You will then be taken to the next page where you can review the uploaded information
      1. Importing payroll/bills into our system is an all or nothing concept. If anything looks amiss, please make sure to cancel the import and correct any of the incorrect information on the CSV you are trying to upload

        cancel and discard import

      2. If everything on the import looks correct, the bills/payroll will now show up in your Payables tab, ready to be processed

        save imports

 

 

If you have any issues with the CSV import, please check out our help centre article - CSV import failed