How to Batch Upload Transactions

Transactions can be batch-uploaded to a student ledger using a simple Excel spreadsheet

1. Navigate to Accounting > Student Ledger > Upload Transactions
   
   
   
   

2. Choose the file to upload

   

3. Once uploaded, the following confirmation screen will appear

    

   

4. The Excel Spreadsheet will contain the following fields:

   *Please note the required fields.  You can upload using Student ID *or* SSN.  It does not have to be both.  If using Student ID, name and SSN are not required.  If using SSN, First and Last name must match what is in VIAS 

   1. School ID - Required
   2. Student ID - Required if not using SSN
   3. First Name - Required if using SSN, Optional if using Student ID
   4. Last Name - Required if using SSN, Optional if using Student ID
   5. Social Security Number - Required if not using Student ID
   6. Amount - Required
   7. Type - Required (Must match Transaction Type in VIAS)
   8. Post Date - Required (Enter the date you want in the 'Posting Date' column on the ledger)
   9. Transaction Date - Required (Enter the date you want in the 'Actual' column on the ledger)
   10. Description - Optional ( an * will appear in the Description Column for ALL batch uploaded transactions.  If left blank only an * will show.  If a description is entered the * will appear at the end of the description)
   11. Term - Required
   
   *Shown above are 2 examples of how a student can be entered on the spreadsheet and successfully uploaded