Featured in the R4 release, collectors will now have the ability to import payments from spreadsheets in SARA
Enabling the Allow Pending Payments
To import pending payments, an admin user will need to enable the option by navigating to "Admin> Settings&Utlities> Site Options".
On the Site Options page, navigate to the Site Options section.
Here you can set the feature to import to the following options:
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Not Allowed- The Imported Payments will not be enabled for the account
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All Users- Will enable the feature for Inquiry, Credit, and Admin collectors
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Admin- Will enable this feature for only admin users
Importing Payments
Collectors can import pending payments by proceeding to "Inquires> By Users> Pending Payments".
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Click the Import Payment button
A spreadsheet window will open, here, collectors can do the following:
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Manually enter in the pending payment with the spreadsheet provided.
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Import a pre-existing spreadsheet with payments
The following fields are required for a successful import:
CompanyID, Cust ID, CurrID, PaymentAmt
Grouping
Users can group payments into a single payment using GroupingID
**Please note that the last note of the group will only import when grouping. **
