Differences

This shows you the differences between two versions of the page.

--- tax_coll:bulkpmtimport_form [2022/10/18 20:34 UTC] – [Import Payments] samuel
+++ tax_coll:bulkpmtimport_form [2022/10/19 13:00 UTC] (current) – [Import Payments] mwolfe
@@ Line 2: / Line 2: @@
 {{:tax_coll:2022-10-18_15-10-13.jpg?800|}}
 ====Select New File====
-Click [Browse...] to choose a different electronic file. If you have a .csv file, you can change the file type via the drop-down in file explorer.\\
+Click [Browse...] to choose the file you received from the mortgage company. If you have a .csv file, you can change the file type via the drop-down in file explorer.\\
 {{:tax_coll:2022-10-18_15-39-35.jpg?250|}}
 ====File Has Header Row====
 {{:tax_coll:2022-10-18_15-44-28.jpg?200|}}\\
-Checking this box will remove the first row in the file during the import process. This is to handle electronic files that have a "header" row.\\
+Checking this box will skip importing data from the first row in the file during the import process. This is to handle electronic files that have a "header" row.\\
 \\
 For example:
@@ Line 42: / Line 42: @@
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 Once the payments have been imported, the "Pending Payments" report will open and display any payments categorized as one of the following:
-  * Overpayment (partial refund: will still be added as a receipt)
+  * **Overpayment** (partial refund; bill will be PAID)
-  * Underpayment (full refund)
+  * **Underpayment** (full refund; bill will remain UNPAID)
-  * Already paid (full refund)
+  * **Already paid** (full refund)
-  * Parcel not found (full refund)
+  * **Parcel not found** (full refund)