Using File Exchange

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This topic discusses File Exchange for myPay Solutions.

What is File Exchange

File Exchange is a secure file transfer option for myPay clients and referring accountants to use when communicating sensitive information. Personal Identifying Information (PII) should not be emailed or faxed to myPay Solutions under any circumstances. These forms of communication are not completely secure and personal employee or company data should be protected.

How do I get to File Exchange

  1. Log into to your portal.
  2. On the left, under Documents, click on File Exchange.
  3. Click on your company named folder. You will see the documents that are currently contained in that folder.
    File Exchange Client folder

Menu Options

After opening your client folder, you will see a handful of icons at the top of the screen.

File Exchange Icons
  • Home - click this button to return to the Home portal screen.
  • Up - click this button to move back a folder level.
  • Remove - click this button remove the New tag from uploaded documents.
  • New - click this button to see all of the newly uploaded files.
  • Upload - click this button to upload new files to the portal.
  • Delete Selected - click this button to delete files from the portal.

Files will remain in temporary folders for 14 days, after which myPay Solutions removes them automatically.

Uploading new files

Uploading a new file is quick and easy.

  1. Click Upload.
    File Exchange Upload Doc
  2. Click Add files and then browse to your file.
    File Exchange Add doc
  3. Click Start upload.
    File Exchange Start Upload
  4. When the file uploads, you will see two dates: Expiration Date (when the portal will automatically remove the file) and a Date Modified (the date the file was uploaded).
    File Exchange Expiration Date

Downloading files

Files your Payroll Specialist sends to you on File Exchange can easily be downloaded.

  1. Check the box next to the file you want to download.
    File Exchange Select doc
  2. Click the Download Selected button.
    File Exchange Download
  3. A ZIP file will start to download to your Downloads folder (or web browser equivalent) on your computer. Open the file and inside will be the file submitted to you through File Exchange.
    File Exchange Zipped File

Deleting files

Files are automatically deleted from File Exchange after 14 days. However, you can manually remove a file when you are finished with it.

  1. Check the box next to the file you want to delete.
    File Exchange Select File
  2. Click the Delete selected button.
    File Exchange Delete Selected
  3. A prompt will appear double-checking that you want to delete the selected file. Click OK.
    File Exchange OK

Removing new tag from files

In the off chance that your Payroll Specialist uploads a few reports to your File Exchange and you do not need them after all, you can either delete them or wait for them to be deleted. If you wait, you may want to remove the New file tag that will show on all of those files unless you open them.

  1. Files with the New tag can have the tag removed without opening each file.
    File Exchange New Doc
  2. Click the Remove button.
    File Exchange Remove New Tag
  3. A prompt will appear double-checking that you want to remove the new tag.
    File Exchange OK
  4. Now the files show without the tag.
    File Exchange New Tag Gone

Related articles

Portal Request Form for Changes


Personal identifiable information, upload documents

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