Changes for page Import Payment Data

Last modified by Dominique Tricerri on 2021/12/01 13:03
<
From version < 27.1 >
edited by Megan Kahl
on 2021/09/14 12:45
To version < 29.1 >
edited by Dominique Tricerri
on 2021/11/19 14:05
>
Change comment: There is no comment for this version

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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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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]].**
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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"]]
39 39  
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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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43 43  
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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50 -
51 51  (% style="text-align:center" %)
52 52  [[image:1631622950197-139.png||height="437" width="717"]]
53 53  

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