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
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Click the navigation menu > Management > Fees page
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Operations menu > Select Generate Fee Import Template
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Click the most relevant option
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Export All Newest Fees
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Export Newest Non-Zero Fees only
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Generate Template with Zero Fees
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Tick box to select the Fee Level to Export
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Click EXPORT
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Select the downloaded file and choose a location for the file to be saved in
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Enter a File Name
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Save the file as CSV
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Click Save
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Next, open the file and add the fees against the relevant item
Import Fees
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Click the navigation menu > Management > Fees page
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Operations menu > Select Update Fees from File
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Fee Period Start Date: Enter the date the fees will become effective
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Click Select File for Import
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Find and select the file
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Click Open
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Select from:
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Add a new Period: A new period will be created with the new fee/s
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Update existing Period: The new fee will over right the existing fee/s
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Update existing or Add a new Period:
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Untick Period must be the Last
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Untick Adding / Updating Period only when Non-Zero Fees exist
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Click IMPORT FEES
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Press EXIT
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