Submitting a Contribution - File Upload

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.

1. Click the Contributions menu.
    

2. Click the + New Contribution button.
   
   
    

3. Click the File Upload tile.
    

4. Proceed to upload your SAFF file containing the contribution data.
    

5. After the file is uploaded, you can then select the contribution period for the contribution.
    

6. Set up your preferred contribution period.
    

7. You can also add a file description, but it is optional.
    

8. Once everything is set, click the Next button.
   
   
    

9. 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 the Next button.
   
   
    

10. 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.
     

11. To schedule the payment for later, click the Schedule Payment for Later  button within the Payment details panel, under the Direct Debit payment method section.
    
    
     

12. Select a date and click the Done button.
    
    
     

13. Once you’ve confirmed all details are correct, click the  Submit Contribution for Payment button to complete the process.
    
    
     

14. 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. 
     

15. Click the Return to Contributions button and you'll see your contribution in the table. 
    
    
     

16. 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  by clicking the Three Dots button and then clicking the Cancel button.