Changes for page Import Payment Data

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

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Page properties
Author
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1 -XWiki.dominiquet
1 +XWiki.megank
Content
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1 -(% class="wikigeneratedid" id="HIMPORTPAYMENTDATA" style="text-align: center;" %)
2 -(% style="color:#2980b9; font-size:28px" %)**IMPORT PAYMENT DATA**
1 +(% style="text-align: center;" %)
2 += (% style="color:#2980b9; font-size:28px" %)**IMPORT PAYMENT DATA**(%%) =
3 3  
4 4  
5 5  
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27 27  == (% style="color:#2980b9" %)**Import Member Payment Data**(%%) ==
28 28  
29 29  
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]].**
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.**
32 32  
33 33  
34 34  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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39 39  [[image:1631622866815-317.png||height="auto" width="auto"]]
40 40  
41 41  
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
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
43 43  
44 44  
45 45  (% style="text-align:center" %)
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48 48  
49 49  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.
50 50  
50 +
51 51  (% style="text-align:center" %)
52 52  [[image:1631622950197-139.png||height="437" width="717"]]
53 53  

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