Import Fees from an External Source


Fees can be imported using a template found in D4W/PS. Once the fees are entered into the template, they can be imported and shared between multiple practice locations to save time. 


Generate Fee Import Template

  1. Go to Location Management > Fees tab

  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. Select the Fee to Export
    3. Click Export
    4. Choose a location for the file to be saved in
    5. Enter a File Name
    6. Save the file as CSV
    7. Click Save
    8. Next, open the file and add the fees against the relevant item

Import Fees

  1. Go to Location Management > Fees tab

  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: 
    4. Untick Period must be the Last
    5. Untick Adding / Updating Period only when Non-Zero Fees exist
    6. Click Import Fees

    7. Press OK to the above message
    8. Press Exit 


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