Documentation | User Guide

Documentation | User Guide

Upload bank payments data

This part of the guide explains how to upload bank payments data.

Step 1 - Go to the page Bank Payments Data Loaded Summary

  1. Go to Module Interface;
  2. Choose the Data Loading option;
  3. Click the Bank Payments Data Loaded Summary menu. This action opens the Bank Payments Data Loaded Summary page (508:1009);

Step 2 - Upload bank payments data summary

  1. Click on the Create button. This action opens the Upload Bank Payment Data page (508:9007);
  2. Go to the Select a file and Load in SIGTAS section;
  3. Click the Choose a file button and choose the file to upload from your desktop. This action displays the file to be uploaded;
  4. Click the Start Loading button. This action loads the data and refreshes the Bank Payments Data Loaded Summary page (508:1009).