Import Batch Tool

Accessing the Import Batch Tool
To access the Import Batch Tool, simply go to Pay Tools > Import batch Tool     
Mon, Nov 2, 2015 at 4:26 PM
Upload PPD Transactions in CSV Format
The Import Batch Tool allows administrators to upload eCheck and credit card transactions using CSV and NACHA file formats. These instructions will explain ...
Thu, Nov 5, 2015 at 9:10 AM
Import PPD Transactions for a Single School or Multiple Schools Simultaenously
Single School: To import the file for a single school, access the Import Batch Tool from the School toolbox   Multiple Schools: To impo...
Thu, Nov 5, 2015 at 9:12 AM
Updating Payment Information
To change the payment amount for the payor, re-upload the same CSV file with the updated amount in the Amount column.
Thu, Nov 5, 2015 at 11:43 AM
Cancelling an Imported PPD payment
To cancel a preauthorized payment for a payor, re-upload the same CSV file with the amount -1 in the routing number column for eChecks and -1 in the credit ...
Tue, Nov 3, 2015 at 4:08 PM
Reviewing Imported Payments
To confirm payments were imported successfully or to identify the cause of a failed import, please access the Task List on the left-hand menu. Click “Here” ...
Thu, Nov 5, 2015 at 10:07 AM