Changes for page Import Payment Data

Last modified by Dominique Tricerri on 2021/12/01 13:03
<
From version < 25.1 >
edited by Megan Kahl
on 2021/09/14 12:42
To version < 30.1 >
edited by Megan Kahl
on 2021/12/01 06:56
>
Change comment: There is no comment for this version

Summary

Details

Page properties
Content
... ... @@ -1,5 +1,5 @@
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**
3 3  
4 4  
5 5  
... ... @@ -24,10 +24,11 @@
24 24  
25 25  
26 26  (% style="break-before: page; text-align: center;" %)
27 -== (% style="color:#2980b9" %)**Import Member Payment Data**(%%) ==
27 += (% style="color:#2980b9" %)**Import Member Payment Data**(%%) =
28 28  
29 29  
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]].**
31 31  
32 32  
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.
... ... @@ -38,7 +38,7 @@
38 38  [[image:1631622866815-317.png||height="auto" width="auto"]]
39 39  
40 40  
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 (% style="color:#2980b9" %)**save the batch number** (%%)for the confirmation process. Ensure that all errors are resolved before committing the changes into the system
42 42  
43 43  
44 44  (% style="text-align:center" %)
... ... @@ -47,14 +47,13 @@
47 47  
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.
49 49  
50 -
51 51  (% style="text-align:center" %)
52 -[[image:1631622950197-139.png||height="486" width="797"]]
52 +[[image:1631622950197-139.png||height="437" width="717"]]
53 53  
54 54  
55 55  
56 -(% style="text-align: center;" %)
57 -== (% style="color:#2980b9" %)**Manually Updating Member Payment Data**(%%) ==
56 +(% style="break-before: page; text-align: center;" %)
57 += (% style="color:#2980b9" %)**Manually Updating Member Payment Data**(%%) =
58 58  
59 59  
60 60  
... ... @@ -69,9 +69,8 @@
69 69  
70 70  Select the (% style="color:#2980b9" %)**“pmt”**(%%) button at the bottom of the page.
71 71  
72 -
73 73  (% style="text-align:center" %)
74 -[[image:1631623027840-587.png||height="58" width="145"]]
73 +[[image:1631623027840-587.png||height="53" width="133"]]
75 75  
76 76  
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)
... ... @@ -92,7 +92,7 @@
92 92  
93 93  
94 94  (% style="break-before: page; text-align: center;" %)
95 -== (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) ==
94 += (% style="color:#2980b9" %)**Disclaimer and Copyright**(%%) =
96 96  
97 97  
98 98  (% style="color:#2980b9" %)**DISCLAIMER**

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