Difference between revisions of "Data Import/Payments"

Revision as of 08:08, 15 October 2015

Bulk Import Payments

The Bulk Import function allows you to import payment details received from external sources, e.g. BPAY etc. The payments are then applied against customer accounts without requiring manual entry using the Receive Payment or Take Payment functions.

Emersion supports two import file formats: Emersion Format Comma Separated Value file (.CSV), and Australian Bankers Association format (.ABA).

Emersion File Format

The Emersion Bulk Payment file is in .CSV format, as follows:

ABA File Format

The Australian Bankers Association (ABA) file format is used by many banks for batch transactions. Though not an Australian standard, many banks have adopted this format (e.g. Bank of Queensland, NAM, Westpac etc). The ABA file format is also known as a Direct Entry file or Centrex file. It has the file extension .ABA and is a standard ASCII file. Please contact your bank or financial institution for further information about obtaining your payment information in ABA format.

Bulk Import

1. Select Finance > Bulk Import from the Menu. The Import Payments page will appear.
2. Select the file type of the payment file to import by clicking the required file type option button, either Emersion Bulk Format, or ABA. You can click the Sample Format File link beside the file option to display the file format.
3. Click the Browse button beside the * CSV File to Import field. A File Upload window will appear.
4. Navigate to and select the required payment file and click the Open button. The selected file name will appear in the * CSV File to Import field.
5. Click the Upload File and Verify button. The system will verify the file is in the correct format. Once verified, the Import Payments – Preview File & Confirm page will display.
6. Click the Confirm Import button. A window will appear to prompt you to confirm the upload.
7. Click the Yes button to confirm the file upload. The system will process the payments in the file, and update the accounts’ payment details with the payment information.
8. Click the No button to cancel the file upload.

Manual Payment Imports

There is an additional feature that allows a user to bulk import payments that are sourced from the following providers;

* Secure Pay IVR
* Aust Post Bill Pay
* Commbiz Bpay

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See also

• Payments
• EPS
• BPAY
• Invoicing