This guide will assist you in uploading the year to date transaction or what is commonly known as the YTD PRTrans.

Purpose: If you start using AutoCount Cloud Payroll in the middle of the year, you are required to import the previous months payroll transaction data via Excel import, this is important for the system to calculate correct amount of PCB for subsequent months.

To upload the YTD PRTrans file, go to Tools > Options > Excel Import > YTD PRTrans.

Once the file has been downloaded, click on it to open it up and fill in all the necessary information such as Employee Code, Period, Salary, EPF, etc.

NOTE: Orange shaded header means compulsory field, Green shaded header means optional field.

Once you have completed filling in all the necessary information, save the file and go to Tools > Options > Excel Import > Upload. Select the YTD PRTrans Excel file you just amended and click upload.

After the file has been uploaded. The info will be shown for you to double check, click Import All to import all the details.

END OF GUIDE