Batch Uploads

With Batch Uploads, School Administrators and School Finance Users can add multiple in-school Payments and update School Family IDs and School Student IDs for multiple records at once.

When a school receives a large number of in-school payments, they can be uploaded in a batch. Payments will be applied to the first outstanding billing items and can be custom allocated once applied.

  1. Download the In School Payment Upload template. See the Helpful Hints tab in the file for information on required fields and an explanation of each field.

  2. Add the payment information to the file, one payment per row, and save in .xlsx format.

  3. In Tuition Management, ensure the correct school year is selected.

  4. Under Batch Uploads (at the bottom of the page), select Payment.

  5. Select Choose File and select the file saved in step 2.

  6. Select Upload.

Tip: Once the upload is complete, confirm accuracy by creating a Custom Report using the Payment Data report in the Activity Reports category.

  1. Download the School Family ID Upload template.

  2. Enter the information and save the completed file in .xlsx format.

  3. In Tuition Management, ensure the correct school year is selected.

  4. Under Batch Uploads (at the bottom of the page), select School Family IDs.

  5. Select Choose File and select the file saved in step 2.

  6. Select Upload.

Tip: Once the upload is complete, create a Custom Report that includes School Family ID to confirm accuracy.

  1. Download the School Student ID Upload template.

  2. Enter the information and save the completed file in .xlsx format.

  3. In Tuition Management, ensure the correct school year is selected.

  4. Under Batch Uploads (at the bottom of the page), select School Student IDs.

  5. Select Choose File and select the file saved in step 2.

  6. Select Upload.

Tip: Once the upload is complete, create a Custom Report that includes the School Student ID to confirm accuracy.