Import Fees from External Source

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Fees can be imported using a template found in D4Web

Once the fees have exported and entered into the template, they can be imported and shared between multiple practice locations. 

Generate Fee Import Template

  1. Click the navigation menu > Management > Fees page

  2. Operations menu > Select Generate Fee Import Template

    1. Click the most relevant option

      1. Export All Newest Fees

      2. Export Newest Non-Zero Fees only

      3. Generate Template with Zero Fees

    2. Tick box to select the Fee Level to Export

    3. Click EXPORT

  3. Select the downloaded file and choose a location for the file to be saved in

    1. Enter a File Name

    2. Save the file as CSV

    3. Click Save

  4. Next, open the file and add the fees against the relevant item

Import Fees

  1. Click the navigation menu > Management > Fees page

  2. Operations menu > Select Update Fees from File

    1. Fee Period Start Date: Enter the date the fees will become effective

    2. Click Select File for Import

      1. Find and select the file

      2. Click Open

  3. Select from:

    1. Add a new Period: A new period will be created with the new fee/s

    2. Update existing Period: The new fee will over right the existing fee/s

    3. Update existing or Add a new Period: 

    1. Untick Period must be the Last

    2. Untick Adding / Updating Period only when Non-Zero Fees exist

    3. Click IMPORT FEES

    4. Press EXIT

 

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