How Do I Add Beneficiaries (Single and Bulk Upload)?Breeze payer
This article explains how to add beneficiaries on Breeze Payer.
How to Add a Single Beneficiary
- Log in to Breeze Payer.
- Navigate to Beneficiaries.
- Click Add Beneficiary.
- Select the beneficiary type:
- Employee
- Vendor
- Contractor
- Other Beneficiary
- Enter the required information:
- Beneficiary name
- Bank name
- Account number
- Email address (if applicable)
- Phone number (if applicable)
- Review the details carefully.
- Click Save.
How to Bulk Upload Beneficiaries
- Navigate to Beneficiaries.
- Select Bulk Upload.
- Download the beneficiary upload template.
- Populate the template with all beneficiary information.
- Ensure account details are accurate and formatted correctly.
- Upload the completed file.
- Review any validation errors displayed by the system.
- Submit the upload to create the beneficiaries.
Best Practices
-
Always validate account numbers before upload.
-
Use the latest upload template.
-
Avoid duplicate beneficiary records.
-
Upload beneficiaries in batches where possible.
-
Error messages and what they mean
| Error message | What it means and what to do |
| Duplicate beneficiary detected | The beneficiary already exists on the platform. |
| Invalid account number | Verify the bank account information. |
| Template validation failed | Use the latest upload template and correct formatting. |
| Missing required fields | Complete all mandatory fields before uploading. |
Frequently Asked Questions
Can I upload both employees and vendors?
Yes. Beneficiaries may include employees, vendors, contractors, and other payment recipients.
Is there a limit to the number of beneficiaries I can upload?
This depends on your organization's configuration and upload limits.
Can I edit a beneficiary after upload?
Yes. Existing beneficiary records can generally be updated as needed.When to escalate- Upload validation errors persist.
- Beneficiaries disappear after upload.
- Uploaded beneficiaries do not appear in payment workflows.
- Company name
- Upload file name
- Number of beneficiaries uploaded
- Screenshot of the error
- Email: support@seamlesshr.com
- WhatsApp: 0916 653 6169
- In-app Live Chat