Incentives - How To

Modified on Wed, 18 Oct, 2023 at 5:08 PM

Complete the Incentives Payment form, link below and save a copy.

 

The following details must be included.

 

  1. Date of request
  2. Type of payment – BACS incentive payment, PayPal incentive payment or Amazon vouchers
  3. Currency
  4. Number of beneficiaries
  5. Total cost of the payment being requested
  6. Project number
  7. Task Number
  8. Director Approver
  9. Password for the Excel spreadsheet
  10. Link to the excel spreadsheet – Please do not send the excel spreadsheet. Needs to be saved Shared/UK/Clients or Shared/US/Clients

 

..\Templates\Incentive Payments Form.docx

 

 

Send the Email to Finance

 

Send an email to finance@savanta.com and cc in the Director for approval. In the title include the type of payment (“PayPal incentive payment”, “BACS incentive payment” or “Amazon voucher payments”) and the Kimble project number. The Director needs to send their email confirmation of payment before the payments are set up.

 

Then send the incentive payment form in the email request to Finance.

 

Please note it can take up to 5 working days for the payments to be made after the Director has confirmed their approval.

 

Details required for BACS payments

 

In the link to the excel spreadsheet we need the following details to make the payments;

 

UK

Beneficiary name - Six digit sort code – eight digit account number – currency – amount

 

European

Beneficiary name – Swift code - IBAN number – currency – amount

 

US

Beneficiary name – Beneficiary type - Swift code – Routing number – Bank account number - currency - amount

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