Please enable JavaScript to view this site.

thankQ Help

1.Double click on the import under the Recently Completed window

NEWDAT~1_img177

This will open to the Import View

2.Click View All Records

NEWDAT~1_img179

3.Click on Payments to view the payments imported

The Admit Name displays the Batch Number

NEWDAT~1_img180

4.Double click on the Batch number and press Ctrl C to copy

5.Open the Batch Information from the Finance Modules

6.Paste the batch number into quick search

NEWDAT~1_img181

This opens the batch

NEWDAT~1_img182

The batch is required to be processed to Approval, even if this is only history, otherwise the information will not appear in any reporting.

7.Click the Workflow items:

Submit for Checking, Set Payments as Successful and Approve

NEWDAT~1_img183