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.
To upload a .csv file:
Generate a .csv file containing the required information about the competent professionals, staff, EPWs or subcontractors used on the R&D projects, either manually or using the templates below.
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'.
Locate the claim to which you want to upload the file, either through the
link or the client view
Navigate through the question set until you reach the appropriate question.
Click the
button
This displays the Upload CSV Data form
Click the
button
Select the .csv file from its location on your computer.
Click the
button
This displays the Upload CSV Data form.
Using the drop-down menus, map the columns in your .csv file to the financial categories in the WhisperClaims app.
Click the
button.
This takes you back to the question.
Check the data has been correctly mapped, and that there are no empty fields or rows.
Enter any additional data.
Once you're happy with the data, click the 'Next' button to progress to the next question.
- Repeat steps five to twelve for the R&D apportionments information.
- Click the 'Next' button to progress to the next question.
Downloadable templates
