How To Import Cash Receipts

Cash receipts allow grantees to track funder payments against payment requests, as well as other received payments. The funder organization will not have insight into a recipient's cash receipts.

The Cash Receipts Import Template allows Managers and Administrators to import Cash Receipt records instead of adding them manually. Required fields are designated with an asterisk (*). Once completed, users can import from a grants list or a grant record.

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.