Upload Data File
It is defined as the procedure where you upload the revenue statement in to PayLogic. The file is uploaded in the licensee version of PayLogic under a specific Product Provider on a specified date. These dates are provided in either your bank statement or from the product provider statement. These files contain the transactions of the respective Product Providers with amounts, adviser details and client details. Points to be noted : There are some particular formats in which a statement can be uploaded. It includes xls, xlxs, csv and zip. The file should include the below columns: 1. Adviser Code 2. Client Code 3. Fee Amount 4. Fee Type