To create a new BPAY instruction, in Ops navigate to the lefthand menu > BPAY > Instructions
Manual Entry
- Click "+ Add" in the top righthand menu
- Complete fields as follows
| Field Name | Description |
| Org | Your six letter org code beginning with TP |
| Biller Code* | Identifier of the company or organisation you want to pay |
| Account | You client's FinClear Account Number |
| Value of Application | Value in dollars between $1 and 1 mil |
| Reference Number | Unique customer identifier / CRN |
| Ledger Description | Description that will appear on the ledger records |
| Funding Instruction (optional) | Instructions if any required for the payment |
*To add a new biller code please send an email to cashsettlements@finclearservices.com.au and attach relevant supporting documentation such as a copy of the relevant offer / entitlement form, or payment notice.
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Click Save
Bulk Import
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To access the CSV template and field guide, click the 3 vertical dot menu in the top righthand corner. Complete the template per the guide.
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Click "Import" in the top righthand menu
- Either Drag & Drop or Browse to import your completed CSV file and then click "Import"
- IMPORTANT: Review each record before submitting to ensure the data is correct. Do not submit imported records without reviewing them first.
Review & Submit
- Once you have reviewed the entries and are ready to submit, use the tick boxes on the lefthand side to either bulk select (by ticking the box in the header row), or select individual records one at a time.
- Click 'Submit" in the top righthand menu bar
- The status updates to Client Approval or Ops Approval (depending on your chosen maker/checker process). Click here for how to track the status.
- BPAY instructions must be submitted by 10am for same day processing.