that needs to be undertaken in order to get the data in a form that will be uploaded to SARS in the specified file. All the information has the be correct, like tax numbers and ID numbers. The data required is specified below.
Sky PBO is aimed at bulk processing. If there are 50 certificates or less the data can be entered
manually on the SARS site. in order to do this refer to the SARS documentation.
As a rule the receipting of donations will be processed by the PBOs accounting system
. The question is how do we get the data out of the accounting system? This must be done by exporting the master file details (indicated below) and donations into a spreadsheet in an CSV format. The spreadsheet is what Sky PBO will work from.
Click on the above icon to open the import facility which will show below. Complete the parameters on the top.
Click next
and the data will be pulled into the table as follows. It will then be necessary to allocate a field name that is indicated below.
The data will come in with the fields from the spreadsheet. The columns must be identified
and the drop down arrow selected and the correct field name entered
curef
Customer Code
cudesc
Customer Name
cutitle
Title
cunat
Custome nature Co Ind etc
cureg
Registration number
cutax
Tax Number
cuemail
email
cutel
telephone no
cupost
postel address
donation
donation amount
If the spreadsheet field is configured properly the data will come in.
The contents of Sky PBO IT3-D - Importing Donors and Donations
