Version 1.5.0

Scarlett Pay
Release Notes

Download Notes
Version 1.5.0

Scarlett Pay
Release Notes

Download Notes
1. Instructions for Bulk Import Queue

Commissions/Invoices

If you’re using the DLC or MCC templates for bulk allocations, please follow the updated steps below:

  1. Create the receivable as usual.
  2. Click the Allocations icon, then go to New Allocations > Bulk Allocation.
  3. In the pop-up window, select Import Allocation.
  4. Choose the appropriate template format (DLC or MCC) and upload your Excel file.
  5. Click Import.

Commissions/Invoices

Import Status

The system will display a status depending on the import process.

  • Pending: Click Refresh to update the status.
  • Unsuccessful/Failed: Check the result message for specific error details.
  • Success: Click on the Batch ID to review the import in the preview window before finalizing the allocations.

Expenses

Uploading Equifax New Portal Template

  • Go to New Expense > Bulk Allocation > New Bulk Allocation.
  • Select File Import.
  • From the Import Type dropdown, choose Equifax New Portal, and provide the invoice date.
  • Upload the Excel file and click Import & Generate.

Expenses

Import Status

Depending on the status of the import a status will appear

  • Pending: Click Refresh to update the status.
  • Unsuccessful/Failed: Check the result message for specific error details.
  • Successful: Click on the Batch ID to review the import in the preview window before finalizing the allocations.

Expenses

Uploading General Expenses Using the Template:

  • Go to New Expense > Bulk Allocation > New Bulk Allocation.
  • Click Download Template and fill in the required expense information.
  • Choose General Expense from the Import Type dropdown.
  • Enter the expense number and upload the completed file.