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| − | ==Bulk Import Payments==
| + | {{DISPLAYTITLE:Bulk Import Payments}} |
| | + | =This Content Has Moved House= |
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| − | The ''Bulk Import'' function allows you to import payment details received from external sources, e.g. [[BPAY|BPAY]] etc. The payments are then applied against customer accounts without requiring manual entry using the [[Receive_Payment|''Receive Payment'']] or [[Take_Payment|''Take Payment'']] functions.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | Emersion supports two import file formats: Emersion Format Comma Separated Value file (.CSV), and Australian Bankers Association format (.ABA).
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. |
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| | + | [https://resources.emersion.com/display/EKB/Payments Take me to the Emersion Knowledge Base article] |
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| − | ===Emersion File Format===
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| − | The Emersion Bulk Payment file is in .CSV format, as follows:
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| − | '''Field'''
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| − | '''Description'''
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| − | DATE
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| − | Payment Date in ‘YYYY-MM-DD’ format.
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| − | ACCOUNT_ID
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| − | Customer account number to record the payment against.
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| − | BPAY_BILLER_CODE
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| − | The BPay Biller Code the payment was made against.
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| − | BPAY_REFERENCE
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| − | The BPay Reference number entered by the customer the payment was made.
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| − | CUST_REFERENCE
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| − | Customer Reference number.
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| − | AMOUNT
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| − | Payment total amount (including tax) in ‘$9999.99” format
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| − | SURCHARGE
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| − | Payment Surcharge applied (excluding tax) in ‘$9999.99’ format.
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| − | METHOD
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| − | The payment method.
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| − | ==ABA File Format==
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| − | 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.
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| − | ==Bulk Import==
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| − | # Select '''Finance''' > '''Bulk Import '''from the '''Menu.''' The ''Import Payments page'' will appear.
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| − | # 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.
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| − | # Click the '''Browse''' button beside the ''* CSV File to Import'' field. A ''File Upload'' window will appear.
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| − | # 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.
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| − | # 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.
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| − | # Click the '''Confirm Import''' button. A window will appear to prompt you to confirm the upload.
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| − | # 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.
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| − | # Click the '''No''' button to cancel the file upload.
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| − | == Manual Payment Imports ==
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| − | There is an additional feature that allows a user to bulk import payments that are sourced from the following providers;
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| − | * Secure Pay IVR
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| − | * Aust Post Bill Pay
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| − | * Commbiz Bpay
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| − | <mediaplayer MWPlayerConfig="MyCustomConfig" height="400" width="600">http://wiki.emersion.com.au/wiki/media/manual_payment_import.mp4</mediaplayer>
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| − | ===See also===
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| − | * [[Payments|Payments]]
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| − | * [[EPS|EPS]]
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| − | * [[BPAY|BPAY]]
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| − | * [[Invoicing|Invoicing]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
