Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

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12	12	[[image:Import Member Payment Data_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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14	14	{{info}}
15		-(% style="text-align: center;" %)
	15	+(% style="break-before: page; text-align: center;" %)
16	16	(% style="color:#2980b9; font-size:20px" %)**TABLE OF CONTENTS**
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26		-(% style="text-align: center;" %)
	26	+(% style="break-before: page; text-align: center;" %)
27	27	== (% style="color:#2980b9" %)**Import Member Payment Data**(%%) ==
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33	33	The (% style="color:#2980b9" %)**Import Member Payment Data (Report Only)**(%%) batch and template is used to import new payment and deduction information, as well as payment changes.
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36		-[[image:Import Member Payment Data_html_e21fb2d83a6f9b0b.png||height="84" width="636"]]
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	37	+(% style="text-align:center" %)
	38	+[[image:1631622866815-317.png||height="auto" width="auto"]]
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	40	+
39	39	A report will populate. Remember to save the batch number for the confirmation process. Ensure that all errors are resolved before committing the changes into the system
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42		-[[image:Import Member Payment Data_html_991366226c2bd79a.png||height="212" width="636"]]
	44	+(% style="text-align:center" %)
	45	+[[image:1631622915290-981.png]]
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45	45	The (% style="color:#2980b9" %)**Import Member Payment Data (Commit)**(%%)** **batch is used to commit the data/changes imported in the previous batch. Load the batch reference number in the field provided, before executing the batch.
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48		-[[image:Import Member Payment Data_html_bfdb61abd1652a8e.png||height="334" width="543"]]
	51	+(% style="text-align:center" %)
	52	+[[image:1631622950197-139.png||height="auto" width="auto"]]
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59	59	Select the member to update.
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62		-[[image:Import Member Payment Data_html_549436940d5c2d3b.png||height="90" width="636"]]
	66	+(% style="text-align:center" %)
	67	+[[image:1631622985714-392.png||height="auto" width="auto"]]
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65	65	Select the (% style="color:#2980b9" %)**“pmt”**(%%) button at the bottom of the page.
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68		-[[image:Import Member Payment Data_html_64da34f847346e6b.png||height="21" width="73"]]
	73	+(% style="text-align:center" %)
	74	+[[image:1631623027840-587.png||height="58" width="145"]]
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71	71	Click on the (% style="color:#2980b9" %)__View Payment Detail __(%%)hyperlink on the policy line, to view the payments linked to the policy. (Top half of the screen)
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	79	+(% style="text-align:center" %)
	80	+[[image:1631623087905-641.png]]
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74		-[[image:Import Member Payment Data_html_ee9e88000740ec1.png||height="181" width="571"]]
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77	77	The payments already loaded will display. Use the (% style="color:#2980b9" %)**“Click here to add a new row”**(%%) field to add new income and/or deduction items. Existing rows must not be edited. Only a termination date may be added.
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80		-[[image:Import Member Payment Data_html_ee9e88000740ec1.png||height="181" width="571"]]
	86	+(% style="text-align:center" %)
	87	+[[image:1631623120578-515.png]]
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83	83	Ensure that the changes are saved before closing the page.
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87		-(% style="text-align: center;" %)
	94	+(% style="break-before: page; text-align: center;" %)
88	88	== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
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116	116	(% style="text-align:center" %)
117	117	[[image:Import Member Payment Data_html_8cba33b1e8c9fa24.gif||height="128" width="463"]]
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