Log into the new portal
The majority of our customers are already benefitting from the improved file upload tool.
You should start using the improved file upload feature now in the latest portal before it’s switched off on the 31st January.
Here’s how to get started
Simply access the latest portal using the button below and log in with your existing username and password. All data is automatically transferred. There’s no admin required.
Improved user experience
When you move to the latest portal you will benefit from the much improved file upload functionality with some fantastic new features and benefits:
Extended upload times
You now have until 12.00am (midnight) to upload your files.
Historic timeline of files uploaded available when required.
Real time validation errors
Highlighting to you any required corrections in the file meaning you can take immediate action, avoiding delays.
No pre-processing emails
You will no longer receive this email post file upload as the information is available in file history.
Live customer uploads
Only ‘live’ customers will be uploaded for collection, meaning you will no longer receive an email with unprocessed lines.
If the file has been uploaded in error, you can log in and delete the file up to 3 days before collection.
File upload within the latest portal is super easy!
To upload a file within the latest portal, the steps are quick and easy: :
- Click ‘Direct Debit‘ at the top of the screen
- Click on ‘collections‘ on the left hand side
- Go into ‘Upload collections‘
- Either download file format to populate the information, click on download file format with customers (live customers only) or upload a .csv file you have already produced and saved on your computer.
How to add collection schedules
When you move to the latest portal you will also benefit from