Cash Receipts Import Template

Cash receipts document received money for grants. The Cash Receipts Import Template allows Managers and Administrators to import Cash Receipt records instead of adding them manually. 

Use the attached template to import your Cash Receipts. Required fields are designated with an asterisk (*). Once completed, users can import from a grants list or a grant record.

How To Import Cash Receipts for Multiple Grants:

1. Open Grant Management>Grants>All Grants.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, select Cash Receipt Import from the Choose Import dropdown. 
4. Click Choose a file to select a file from your computer.
5. Select the Destination field for each Source column. If you are using the Cash Receipts Import Template (recommended), the source and destination fields should match.
6. Click Import.

How To Import Cash Receipts for a Single Grant:

1. Open Grant Management>Grants>All Grants.
2. Click a grant name. 
3. Open the Post-Award tab>Cash Receipts.
4. Click the   (Import icon) in the Icon Bar.
5. In the pop-up window, click Choose a file to select a file from your computer.
6. Select the Destination field for each Source column. If you are using the Cash Receipts Import Template (recommended), the source and destination fields should match.
7. Click Import.