Unable to Completely Import Employee Cards
Hi there.
Just wondering if anyone can assist me with this.
I am trying to import data into employee cards and can't seem to work out the issue with the following:
- Payment Method Data: When I complete the import I always get the following error: 'Warning 577: Invalid number of bank accounts; bank details ignored; default Cheque payment method substituted.' We simply need all exployees to be listed as 'Electronic' so I tested entering 'Electronic' or '3' in the Payment Method field but it does not save and so reverts the field to 'Cheque'. Also, even though we will never need to save a second bank account for an employee here is it ok for me to keep those fields deleted (i.e. BSB 2 and 3 and the other related fields) from the export file?
And as an aside (a newbie general question), I first export the current data to get the template but find that headers like 'Addr 1 - Phone No. 1' don't auto-match unless I change them to '- Phone # 1' for example. Why does it export using different header names compared to what's required for importing, or is this just my experience?
Sample file attached. Thanks all!