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Bulk Upload Settings

There is some content in this section (which is still incomplete). The rest is coming soon....

Item

Option(s)

Description/Comments
Send emails when processing?

Yes/No

 When set to Yes sends email confirmation of payment to each member when payments are uploaded: Membership.Renewals.Renewed for renewals: and Membership.Join.OfflinePaymentComplete.Member for joiners 
Do uploaded transactions require validation? 

Yes/No

  When set to No automatically validates each payment, without the need to do this separately through the Finance Module.
Are uploaded transactions reconciled? 

Yes/No

  When set to Yes automatically sets each payment to Reconciled in the Finance Module.

Page last updated on: 29/05/2023 18:05