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How to Import Receipts via CSV in IRIS Fees

Article ID
how-to-import-receipts-via-csv-in-iris-fees
Article Name
How to Import Receipts via CSV in IRIS Fees
Created Date
23rd March 2020
Product
Problem
Resolution

Importing Receipts via CSV is a much more efficient way of posting receipts in bulk into a clients account. In order to do this the following steps must be followed:

  • Open IRIS Fees|Posting|Import Receipts via CSV|Choose the period you would like to post into and press OK.
  • Click on the Template button in the bottom left corner of the screen.
  • Within the Template you are able to enter as may entries as possible following the below format.
  • Once the information has been entered on the CSV File this will then need to be saved and closed.
  • You will then need to re-open Fees|Posting|Import Receipts via CSV and choose the option at the top to select the CSV file.
  • Once the file has been selected it will show as below for all of the entries.
  • You will then need to press Import. This will automatically post the receipt to the client account. To check the receipt has been posted successfully Open Fees|Enquiries|Account Details|Enter the Client ID|Search for the receipt by referencing the paid date or amount.

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