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Fees · How-to

Record many payments from a bank file

Upload a bank or online payment file and save all matching payments.

1 min readFees → Match bank paymentsFor: School admin

Only people who collect payments can upload. Others can only see past uploads.

Steps

  1. Open Fees → Match bank payments.
  2. Under "These payments arrived by", choose Bank transfer, Online payment, Cheque, Cash or Card.
  3. Under "Payment file (.csv)", choose your file.
  4. Read the preview. Nothing is saved yet.
  5. Select the Record button. It shows how many payments.
  6. Confirm.

The upload appears under Recent uploads with how many were recorded and left out.