Fee Upload

Created by Level 1 Support Team, Modified on Wed, 25 Dec at 3:18 PM by Level 1 Support Team

To make Invoices for Parents appear on the HAL Pay App, we begin with uploading the Fee Invoices to the ERP.

Uploading Fee Invoices to the ERP in bulk is a seamless way to manage large volumes of data efficiently. This article provides a step-by-step guide to help you navigate the process, from accessing the Fee Upload page to using a downloadable .csv template to organise your data. By following the outlined instructions and adhering to the provided data-entry guidelines, you can ensure that your invoices are uploaded accurately and without hassle.

To upload the Fee Invoices to the ERP in bulk, you head to the Fee Upload page in the ERP.

Click on the Create New Button or Click on the Plus Icon next to Fee Upload in the Menu Column

Click on Download Template and download the .csv template to build the data on. Points to note when entering data in the .csv file :

The date entered should be in dd/mm/yyyy format
The first 5 Columns (student_no, student_name, invoice_no, due_date, description) are mandatory fields and must not be left empty in any row of data
The fee columns that you want to enter a value for, you enter a value. For those columns that you have no value to enter, you can leave empty and it will be counted as zero.
All columns aside from the first 5 columns are non mandatory fields, meaning they can be left empty.

For more clarity on this, you can refer to the YouTube Video