Bulk Edit Payee Information - CSV Upload Guidelines
Allowed Edits: When downloading the CSV to update payee information, you are only permitted to modify the following columns:
- Adjustment: Enter the dollar amount to adjust for the payee (must be a number).
- Accepted: Set this column to either True or False to indicate whether the payee needs to file.
Do Not Edit: Any other columns in the CSV should not be edited. These values will not be used to update payee information.
How to Upload: After making the necessary changes to the Adjustment and Accepted columns, upload the CSV to apply the bulk updates.