Financial - How to upload payments

  • Updated on Dec 14, 2023
  • Published on Dec 5, 2023
  • 1 minute(s) read
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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
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  2. Click Actions, then select Import Payment/Adjustment Spreadsheet
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  3. Click in the Upload a Spreadsheet section to select the file from the computer
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  4. In the Payment Import section, select Version 5 (ImportPaymentV5.xls)
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  5. 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