How to Upload Non Member Income in Batch & Excel Template ?

How to Upload Non Member Income in Batch & Excel Template ?

Please follow the below steps to Upload Non Member Income in Batch & Excel Template:

Batch upload:
Step 1: Go to Admin Dashboard >>Income Tracker
Step 2: Go to the Non member Income Tab — >> Click on Batch Upload Non Member Income — >> Select Instrument Type — >>Instrument Bank (put the Bank name) — >> Instrument Number ( Put the Cheque no. ) — >> Select Deposited In bank A/c — >> Comment — >> Amount — >> Date — >> Click on Calculate Total — >> Click on Save.
Excel Upload:
Step 1: Go to Admin Dashboard >>Income Tracker

Step 2: Go to the Non member Income Tab — >> Click on Batch Upload Non Member Income from excel >> In step 1 download excel template – >> Save in CSV format — >> In excel template — >> In Column C Non Member Income Account* (mention GL no of Non member income account) — >> In Column D Instrument Type* (fill up Instrument type like Cheque 1 , Net Banking 2, Cash 3, DD 4) — >> In column E Instrument No* (fill up cheque no.) — >> In Column Instrument Bank* (mention bank name) — >> In column G Bank Account (Mention here bank GL no.) — >> In Column H Comment* — >> In column I Amount* — >> In column J (Cheque date Or cheque received date.) — >> Save this template in CSV format.

Step 3: Again Go to the Non-member Income Tab — >> Click on Batch Upload Non-Member Income from excel — >> Go to the step 3 and Browse this template — >> Click on Upload Document Tab — >> Click on Calculate Total — >> Save.


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