All FAQs

Importing a spreadsheet, a calendar or just your totals

Any spreadsheet with a date, a practice and a fee on each row can come in: from Lantum, your accountant, or a spreadsheet you've kept yourself.

A spreadsheet of sessions or expenses

On the website

Open Import and choose Another spreadsheet. Use the Sessions and Expenses tabs for each. It takes CSV and Excel files (.xls or .xlsx), and zips of them. It works out which column is which from the headings, and shows you its guess to correct.

On the phone

More > Import from other services, then a spreadsheet of sessions or your expenses. The phone takes CSV files. Excel files and zips go through the website.

A calendar

On the phone, you can import from the phone's own calendar, including a feed from LocumDeck, Locum Organiser or Lantum that you've added to it, or from an .ics file or feed link. A calendar has no fees in it, so you're asked for a rate first and can set one for each practice.

Records on paper

Two figures keep your tax estimate and your next Form B right without typing every session: the fees you've earned so far this tax year, and the pensionable income you've already declared. The phone asks for both in the setup wizard.

Still stuck? Contact us and tell us whether you are on the phone app or the website.