How to Post the Collection in batch or using excel Template?

How to Post the Collection in batch or using excel Template?

Batch upload :
Step 1 :- Go to Admin >>Income Tracker >> Bulk Posting
Step2:- Click on Collections in Batch -- >> Amount -- >> Select Instrument Type -- >> Instrument Number ( Put the Cheque no. ) -- >> Instrument Bank (put the Bank name) -- >> Comment -- >> Select Bank & Cash A/c -- >> Date -- >> Click on Calculate Total -- >> Click on Save.

Excel Upload:-
Step 1 :- Go to Admin >>Income Tracker >> Bulk Posting
Step 2 :- Click on Collections using Excel-- >> In step 1 download excel template - >> Save in CSV format -- >> In excel template -- >> In excel template Column H (fill up Amount*) -- >> In column I (fill up Instrument Type*) -- >> In column J (fill up Instrument No*) -- >> In column K (Fill up Instrument Bank name) -- >> In column L (Comment*) -- >> In column (Bank GL No*) -- >> In column N (Fill up Cheque received date Or cheque date).
Step 3 :- Again go to the batch posting --> > Click on Collections using Excel -- >> Go to the step 3 -- >> Click on Browse this template -- > > Click on Upload document -- > > Open new window and go down -- > > Click on Calculate total -- >> Click on Save.


PS: Below Screenshots are the pictorial path that guides you to the above steps.


Step 1:


Step 2:


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