Summary

• Page properties (2 modified, 0 added, 0 removed)

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Page properties

Author

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1		-XWiki.megank
	1	+XWiki.dominiquet

Content

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1		-(% style="text-align: center;" %)
2		-= (% style="color:#2980b9; font-size:28px" %)**IMPORT PAYMENT DATA**(%%) =
	1	+(% class="wikigeneratedid" id="HIMPORTPAYMENTDATA" style="text-align: center;" %)
	2	+(% style="color:#2980b9; font-size:28px" %)**IMPORT PAYMENT DATA**
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27	27	== (% style="color:#2980b9" %)**Import Member Payment Data**(%%) ==
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30		-(% style="color:#2980b9" %)**Once the membership has been loaded and the policies have been created, the user can load the payments and deductions related to each member by using the template provided.**
	30	+(% style="text-align: center;" %)
	31	+(% style="color:#2980b9" %)**Once the membership has been loaded and the policies have been created, the user can load the payments and deductions related to each member by using the template provided [[at this link>>doc:Everest User Manuals.6\. PensionersBeneficiaries.Importing a Pensioner.Pensioner Consolidated Import Template.WebHome]].**
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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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38	38	[[image:1631622866815-317.png||height="auto" width="auto"]]
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41		-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
	42	+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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44	44	(% style="text-align:center" %)
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48	48	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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51	51	(% style="text-align:center" %)
52		-[[image:1631622950197-139.png||height="auto" width="auto"]]
	52	+[[image:1631622950197-139.png||height="437" width="717"]]
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56		-(% style="text-align: center;" %)
	56	+(% style="break-before: page; text-align: center;" %)
57	57	== (% style="color:#2980b9" %)**Manually Updating Member Payment Data**(%%) ==
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70	70	Select the (% style="color:#2980b9" %)**“pmt”**(%%) button at the bottom of the page.
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73	73	(% style="text-align:center" %)
74		-[[image:1631623027840-587.png||height="58" width="145"]]
	73	+[[image:1631623027840-587.png||height="53" width="133"]]
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77	77	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)