Differences

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

--- tax_coll:bulkpmtimport_form [2022/10/18 20:19 UTC] – [Selecting Identifying Information] 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 38: / Line 38: @@
 While not mandatory to select, try to identify using the sample data what is most likely the owner name column
 ====Import Payments====
+{{:tax_coll:2022-10-18_16-27-28.jpg?250|}}\\ \\
+Clicking the [Import Payments] button will begin the import process. If the identifier and payment amount have been selected, you will be prompted to provide the Tax Type and Payment Period this electronic file was made for:\\ \\
+{{:tax_coll:2022-10-18_16-29-14.jpg?300|}}\\ \\
+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; bill will be PAID)
+  * **Underpayment** (full refund; bill will remain UNPAID)
+  * **Already paid** (full refund)
+  * **Parcel not found** (full refund)