Overview

The Import Bank Statement optional solution in the Meshed Platform allows the user to bulk import student payments using a predefined CSV file. The Meshed system then matches the student payments with existing invoices and settles unpaid invoices using a first-in-first-out (FIFO) method.

Functionality

This feature enables bulk import student payment through a CSV file. It includes the following functionality:

A new page will be accessible from the Accounts menu tab to upload the student payments bulk.

Users must download a predefined CSV template from the system, which must be used to enter data.

The ability to upload the CSV file and display the uploaded data in a grid.
Validate the data and bulk import the student payments into the system.

Following the data import, a confirmation message will appear as Payment is imported successfully on the Import Bank Statement page.
The settlement process adheres to the First-In-First-Out (FIFO) order, ensuring that the earliest outstanding Miscellaneous Fees are processed before moving on to processing Tuition Fees Due.

Columns in the predefined CSV template:

Student ID
Payment Received Date
Amount Received

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