Importing opening balances

Importing opening balances

Parent debt and credit can be added as opening balances to the system. If you’re just getting set up with eymanage, you may have a lot of opening balances to add for existing parents, in which case you can import the data 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 Opening Balance field.
  4. Your browser will begin downloading the template for importing your opening balances.
  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 Opening Balance, 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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