If you have a lot of pay advices to enter for a client, you can skip typing each one in by hand. Export a CSV template from the Income section, fill in the pay advice data, and import it back into the case.
This import/export option is available for the All Pay Advices income method only.
Exporting a Template
Go to Income > Employment Income and add the employment information for the income source (if you haven't already).
Click Import Pay Advice Data, and then "Download the Template Here" in the pop-up to download a CSV template.
Note: once income has been entered, the export button reflects all pay advices on the income source, not just employment income.
Importing Pay Advice Data
When your template is ready to upload into NextChapter, use the same workflow to upload the file: Click Import Pay Advice Data > and then Choose File
Select your completed CSV file and upload it.
Each row in your CSV becomes a separate pay advice entry under that income source.
PLEASE NOTE: Your CSV must match the template for a successful import.