How to export from MoneySoft

Step-by-step process on how to export 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 .txt 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 .txt file

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


  11. You will then be taken to the next page where you can review the uploaded information
      1. From here, you can then select the bills/payslips you would like to import into Crezco





  12. Once the the bills/payroll have been imported, they will now show up in your Payables tab, ready to be processed

 

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