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The import receipt option may be used to import receipt and reduction of expenditure transactions from a spreadsheet (CSV format).   Please refer to the Receipt Import Criteria for further details on the CSV file format.  We've also provided a template spreadsheet for districts to use.  Any rules pertaining to receipts will also be applied when importing receipts.  The USAS_Standard role will be able to utilize the Import function.  

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8.  An output (CSV) file will be created containing the number of records loaded or records with errors.  Possible import errors can be found in the Appendix under USAS -R Error Messages.

9.  If an error occurs, open the output CSV file, make the necessary corrections, and re-import the corrected output file. 

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When applying a Payment in Accounts Receivable, the 'generate receipt' option is checked by default which, when posted, will create a USAS -R Receipt.  Receipts created via AR Payment postings can be queried, viewed and printed in the Receipts module.

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