🧾 Payroll Invoice Import Guide
Follow the steps below to import your payroll invoice into RollCredits quickly and accurately.
✅ How to Import a Payroll Invoice
Navigate to the Transactions Tab
Go to the Transactions section in your Roll Credits dashboard.Access the Upload Tool
Under the Vendors & Contracts sub tab, click Upload & Scan, then select Invoice.Open the Payroll Import Option
When the upload pop-up appears, instead of uploading a file directly, click the "Importing a payroll invoice?" link.Upload Your Payroll Invoice
A new window will open directing you to this page. From there, upload your payroll invoice file.
🧾 Supported Payroll Providers & Formats
Roll Credits currently supports payroll invoices from:
Wrapbook (.pdf and .csv)
QuickBooks Payroll (.xlsx)
Revolution
Greenslate
Other formats approved through prior coordination
Accepted File Types:
.pdf.csv.xlsx.xls
🔧 Coding Fringes
There are two ways to code fringes:
Option 1: During the Import
After uploading your payroll invoice, an edit screen will appear where you can assign or adjust fringe coding before finalizing the import.
Option 2: After the Import
Go to Transactions > Vendors & Contracts.
Find the imported payroll invoice.
Click the eye icon 👁️ to open the Review Page.
Under the Accounts section, assign or update the Fringes category.
🧠 Will My Payroll Categories Import Automatically?
Yes — if they’re included and coded in your uploaded payroll documents.
Fringe categories must be assigned in the original file (e.g., Wrapbook) for them to import correctly.
If your document lacks category coding, you’ll need to assign them manually in Roll Credits.
⚠️ Troubleshooting: My Categories Didn’t Import
This usually means the fringes in your payroll file didn’t have a category assigned (common with Wrapbook invoices).
To resolve this:
Open the invoice in Roll Credits.
Manually assign a category to each fringe item.
If a fringe line item in your payroll invoice doesn’t have a category assigned, it may not appear correctly in Roll Credits. If you reach out to us at help@rollcredits.io, we can work on a fix to ensure uncategorized items are still recognized. In the meantime, you can manually assign a category to any uncategorized fringe amount to make sure it’s included.
Need help? Reach out anytime at help@rollcredits.io