Uploading .csv files of R&D costs

Uploading .csv files of R&D costs

To upload a .csv file of staff, EPW or subcontractor costs to a claim, you must be logged into the WhisperClaims system using either:

  • The user to which the client is allocated, or

  • An account that has access to view All clients & claims

If you need to upload costs to a claim for a client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.

The .csv file doesn't have to contain all of the data listed below, and can contain data not listed here. Any figures that are missing can be added manually, and extraneous data can be excluded. 

To upload a .csv file:

  1. Generate a .csv file containing the required information about the staff, EPWs or subcontractors used on the R&D projects, either manually or using the templates below.

  2. Add a column into the .csv file with the R&D apportionment for each staff member, EPW or subcontractor for each project in figures. For example, if a staff member spent 20% of their time on relevant R&D, enter '20'.

  3. Locate the claim to which you want to upload the file, either through the  link or the client view

  4. Navigate through the question set until you reach the appropriate question.

  5. Click the  button

    This displays the Upload CSV Data form

  6. Click the  button

  7. Select the .csv file from its location on your computer.

  8. Click the  button

    This displays the Upload CSV Data form.

  9. Using the drop-down menus, map the columns in your .csv file to the financial categories in the WhisperClaims app.

  10. Click the  button.

    This takes you back to the question.

  11. Check the data has been correctly mapped, and that there are no empty fields or rows.

  12. Enter any additional data.

  13. Once you're happy with the data, click the 'Next' button to progress to the next question.

  14. Repeat steps five to twelve for the R&D apportionments information. 
  15. Click the 'Next' button to progress to the next question.

Downloadable templates

Staff costs 

Group EPW costs

EPW costs

SME subcontractors

RDEC subcontractors

Each of these templates is provided as an excel file. Once you've added the information, they must be saved as a .csv file before they can be uploaded into the WhisperClaims App. 

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