Moving from My Locum Manager

Bring this tax year across in one go, rather than splitting it between two apps: your tax return covers the whole year, and so do the tax estimate and your quarterly figures here. It takes a few minutes on a computer.

Before you start

My Locum Manager's report only includes invoiced work. Raise invoices there for any sessions you've worked first, or add those sessions in GP Locum afterwards.

In My Locum Manager

Go to Reports & Finances, then Taxes.
Under Legacy Accountant Report, check the dates cover this tax year (6 April to 5 April).
Press Download Legacy Accountant Report. You get a zip file. There's no need to unzip it.

On the website

Sign in and open Import (from Home, or the Import button on the Diary page).
Choose My Locum Manager, then Choose the zip file.
It shows your paid sessions first, then any invoiced but unpaid ones, then your expenses. Each comes with their hours, invoice numbers and the dates you were paid.

The phone app can't open My Locum Manager's download, which is a zip of Excel files, so this one is done on the website.

Checking it and finishing off

Nothing is added until you press Add … to your records at the bottom of each list, so check the dates, practices and fees first. Untick anything you don't want.
Sessions that look like ones already in GP Locum come up unticked, so importing the same file twice doesn't double anything.
Practices are made for you as they come in. Add each one's address and its pension codes (ODS and EA) under Your details > Practices before you raise a Form A.
Your mileage doesn't need importing. GP Locum works it out from your sessions once each practice has its address.

If you started on the phone, sign in to the same account on the website first and everything you import comes to the phone by itself. See Using the phone app and the website together.

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