How To: Import Payments from a File

Complete all Import Options.

·        Type of Import: Custom Import Interface.

·        Company: iNovah Company to be associated with this Import.

·        Department: iNovah Department to be associated with this Import.

·        Office Code: iNovah Office Code to be associated with this Import.

·        Collection Point: iNovah Collection Point to be associated with this Import.

·        Batch Date: The Batch Date to be associated with this Import.

·        Date Received: The Date Received to be associated with this Import.

·        Import File: Use Browse… to browse out to the location of the File to be Imported.

Runtime Options

·        Perform Account inquiries for each payment: If checked inquires will be performed on the Account numbers from the Imported File.

·        Automatically balance the batch on completion: If checked the created Batch will be balanced automatically.

·        Automatically close the batch on completion: If checked the created Batch will be Closed automatically.

·        Reset batch and receipt date to today’s date on each run: If checked it will reset the batch and receipt dates to match the date the Import ran.

 

Once all Import information is correct, Click Begin Import.

 

Related Topics

Import Payments

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