Please note: BrightPay is designed mainly for collaboration within your team, so sharing files externally involves exporting and securely sharing the reports or payroll data.
Need to share your payroll data with another bureau?
Follow these simple steps:
- Log in to BrightPay using your usual credentials.
- Find the employer, whose payroll file you'd like to share.
- Navigate to the Analysis section, and run the reports that you wish to share.
- Share and Export the Report, in your preferred format (CSV, Download as PDF).
- Save the exported file to your desired location.
- Share the file securely: using password (recommended)
To download employee details to transfer information to another accountant / bureau, follow the below steps:
Export employees' details to CSV file
Go to the Employees tab > Import & Export > Export Employees to CSV File.
Select the data items you wish to export or click ‘Select All’ and click Continue.
Click Download.
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