Importing deposits

Importing deposits

Your nursery may receive deposit payments from a lot of parents at once. In these cases, eymanage lets you import the deposits in bulk.
  1. Click on  Children in the sidebar
  2. Click on the  icon in the top right to take you to the import page.
  3. Click on the Download Template button under the Import Deposit field.
  4. Your browser will begin downloading the template for importing your deposits.
  5. Open up the template and type information into the relevant columns, with each new row representing a new child.
  6. Save the template.
  7. Under Import Deposit, click on Browse, select the template, and Open it. 
  8. Click Next.
  9. You’ll be taken to a summary of the data you’re importing. Hovering over the  icon will let you view the status of a row and if there are any issues that need amending.
  10. Click on the  icon to edit the information in the fields. Click the  icon to confirm your changes. 
  11. Click Save to finish the import.

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