Payroll and Bulk Payment | DBS IDEAL PowerUp

Payroll and Bulk Payments File Generator

Seamlessly process your local transactions in a single batch with file upload

Payroll and Bulk Payments File Generator

Seamlessly process your local transactions in a single batch with file upload

At a Glance

Alleviate the stress of making multiple transactions with the Payment File Generator. This Excel-based payment file generator empowers IDEAL users to effortlessly upload bulk payments or payroll instructions in a single batch, ensuring that transactions are processed conveniently, safely, and efficiently without the need for multiple UI entries.

Features & Benefits

Leverage a familiar interface

Effortlessly upload bulk payment files directly using Excel, a simple day-to-day application, without the need to install any additional software.

Minimise operational risks

Verify your upload before confirmation. Your transactions are displayed via DBS IDEAL UI for review, allowing you to safeguard your operations against potential errors.

Download the materials you need

Payment Generator & User Guide

Payment Generator

File Upload

Enabling File Upload & Approval (via Online IDEAL Maintenance Form)

For users without Customer Self Administration (CSA) on DBS IDEAL

Step 1.

Create a new application (https://www.dbs.com.hk/ibg-eforms/hk/idealmaintenance).
Check the “Add user(s) or edit existing users’ services and roles” box.

Step 2.

Select “Add new user” or “Update existing user’s services and roles” based on your needs. For existing users, choose “Add specific services and roles only”.

Step 3.

Scroll down to the “Add service(s)” section. Check the “Others” box and specify “Enable file upload and approval” in the text box.

Enabling File Upload & Approval (via Customer Self Administration)

	For users with Customer Self Administration (CSA) on DBS IDEAL
	Step 1. - Click Manage company & users under Administration in the main menu. Step 2. Click Users: View and manage users > Action > Edit. Step 3. Under Transaction access details, check the “Create transactions via file upload” and “Approve file uploads” boxes. This will enable the file upload and approval service.