Financial - How to upload payments

This article is a walk through of how to import payments to family financial ledgers.

Import Payment/Adjustment Process

1. Click Reports, then select Financial
   

2. Click Actions, then select Import Payment/Adjustment Spreadsheet
   

3. Click in the Upload a Spreadsheet section to select the file from the computer
   

4. In the Payment Import section, select Version 5 (ImportPaymentV5.xls)
   

5. Click Import to add payments to family ledgers

Import Details

Sheet Layout:

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