Choose to import charges and discounts to pupil accounts. Use the wizard available in the Pupil Manager module to create a charge sheet. Import charge sheets into Fees Billing using the Bulk Importing option in the Cycle View tab. Bulk importing is useful when users with no Fees Billing access create a charge sheet for pupils, such as a teacher organising a school trip.
There are two stages to importing transactions in bulk:
- Create a Pupil Charge Sheet. Any user with access to the Pupil Manager module can create a charge sheet.
Import Transactions
To import pupil account transactions, follow the steps below:
- Open Fees Billing and select the Cycle View tab.
- Open the Navigation tab to the right of the screen.
- Select the Bulk Import option, click Choose File and select the file to be imported. The file must be an Excel spreadsheet and as a minimum requirement should contain:
- Pupil account code.
- Charge description.
- Amount to be charged.
- Click Load Spreadsheet. The wizard reads the contents of the file and the Requirements tab is displayed:
- Use the drop down lists and checkbox in the Requirements tab to adjust the column header fields in the charge spreadsheet, as required. The wizard automatically matches charge spreadsheet column headers which are the same as those in Fees Billing.
Before you can preview the import you must include the following information:- A charge code. Each transaction imported can have a different charge code, if necessary.
- Account code.
- Amount.
- Description.
- Select the Preview tab to view the transactions to be imported:
- Click Import Spreadsheet once you are satisfied that the import details are correct. The Results tab is displayed. The Results tab details all the transactions which have been imported to pupil accounts:
The import is now complete; transactions are listed in the selected pupil accounts. The full import can be reviewed in the Bulk Import History option.