This article is a walk through of how to import payments to family financial ledgers.
Import Payment/Adjustment Process
- Click Reports, then select Financial
- Click Actions, then select Import Payment/Adjustment Spreadsheet
- Click in the Upload a Spreadsheet section to select the file from the computer
- In the Payment Import section, select Version 5 (ImportPaymentV5.xls)
- Click Import to add payments to family ledgers
Import Details
Sheet Layout:
Payment Date | Family ID | Payer Name | Batch Number | Payment Notes | Payment Type (Valid Value Description) | Check Number | Amount |
3/28/2019 | 434898 | Export Test | 1 | Test Note | Payroll Deduction | 12345 | 500 |
Field details (example):
- Payment Date - enter today’s date
- Family ID - enter the Family ID from the system
- Payer Name - enter the parent’s Name
- Batch Number - enter the user defined batch number
- Payment Notes - enter any payment detail
- Payment Type - type the name of the payment type
- Check Number - enter the check number, if applicable
- Amount - enter the total that should be added to the family ledger