Okuyingiza ebikolebwa okuva mu fayiro

Omusomo

Yingiza fayiro y'ebikolebwa era ogoberere ekibinja okuva mu layini za spreadsheet okutuuka ku biwandiiko ebiterekeddwa.

Eminuti nga 4 · Amadaala 8. Era kiyitibwa: okuyingiza ebintu bingi, okuyingiza ekibinja, okuyingiza okuva mu spreadsheet.

Ebyetaagisa

  • Okuyingira mu CAMS ng'olina olukusa okuyingiza.
  • Ebikolebwa byo mu fayiro ya .csv, .xlsx oba .xls, etasinga 5 MB.
  • Ekintu ekikwatagana n'ekika ky'ekikolebwa ku buli layini: Saving ne Share bitwala Deposit oba Withdraw, Loan etwala Repayment, ne MemberCharge etwala FeeAndPenalties. Layini z'ensimbi z'okusasula n'ebibonerezo zetaaga obumanyirivu obumala okumanya omukulembeze.
  • Ekitabo ky'ensimbi oba kya bbanka ensimbi mwe ziyita.

Amadaala ku madaala

  1. Yingira mu CAMS Admin.
  2. Mu menu eri ku kkono, gaziya Import era nyiga Transaction, oluvannyuma nyiga Upload Transaction. Tewannabaawo fayiro? Nyiga Transaction Template olubereberye era ojjuze ekitabo ekyo.
  3. Mu kifo kya Import Transactions Data, nyiga Select File, londa fayiro yo, era olonde Assigned To User okugoberera ekibinja.
  4. Ggulawo Accounts (DR/CR) era olonde ekitabo ekyo ng'akaawunti ekulira: oludda lw'ensimbi oba olwa bbanka ku buli kikolebwa mu fayiro. Nyiga Upload.
  5. Ekibinja kirabika mu lukalala lwa Transaction Import; nyiga ku kyo okuggulawo Transaction Import Details.
  6. Kebera layini ku tab ya Imported Data: erinnya ly'omukulembeze, nnamba y'akaawunti, ekintu, ekika, omuwendo n'olunaku.
  7. Nyiga Submit mu mutwe okukola ku kuyingiza, oba Archive singa enkola yo egamba nti tekisobola kugenda mu maaso. Byombi byetaaga olukusa olw'okukyusa ebiyingiziddwa oba olw'omubazi w'ebitabo; tewali kirabika ng'embeera eri In Progress oba Deleted.
  8. Ku Result, ggulawo obumanyirivu bw'ekiyingiziddwa. Buli layini erina embeera (New, Error, Success, Pending, Deleted) era buli kikolebwa ekiterekeddwa kirina Transaction Number. Okubiraba mu bitabo, gaziya Accounting era nyiga Entries.

Empapula ya Entries ng'erina Date Range, Entry Type ne Status filters ku biwandiiko ebiterekeddwa
Figure 1: Empapula ya Entries ng'erina Date Range, Entry Type ne Status filters ku biwandiiko ebiterekeddwa

Laba: Buli layini eterekebwa ku akaawunti y'ekintu ky'omukulembeze n'ekitabo ky'olondde. Deposit ekyusa ensimbi eziterekeddwa; okusasula kufuula obulungi ekisasulwa ku bbanja.

Ebizibu ebya bulijjo n'ebibuuzo ebya bulijjo

  • Import Data tekulabika, oba layini ziraga Error oba Pending. Kola ku kifo kya Validation Issues, oluvannyuma londa Submit ku fayiro. Layini zokka ezikyetaaga okukolebwako ze ziyingizibwa; tezisobola kusangulwawo kati, era ziraga Success bwe zikolebwako. Akakoloboze mu Column Name kategeeza nti layini yonna y'ezibu; okukanyiga kukutwala ku nnamba ya layini.
  • Ebikolebwa tebiri mu bitabo. Kebera nti omwaka gw'ebyensimbi ogukola ku naku ezo guguddewo (laba omusomo gw'omwaka gw'ebyensimbi). Buuza abakuyamba singa biba tebiterekeddwa.
  • Nnalonda akaawunti ekulira etali nnungi. Kyusa ekitabo ku fayiro mu lukalala lwa Transaction Import. Mu New oba Error, layini zokka eziyingiziddwa ze zikyuka. Ku kibinja ekiterekeddwa, ebiwandiiko biva ku kitabo ekikadde ne bigenda ku kipya era ne biterekebwa nate. Olukakasa okubunyisa olubereberye, kubanga ebiwandiiko ebikadde biba biweze dda.
  • Enkola esoma spreadsheet yange ey'olubereberye? Nedda. Ekyo ky'olaba mu kulagibwa, n'enkyukakyuka nga zikubiddemu, kyo kye kiyingizibwa.

Ddayo ku musomo: Eby'okubala ebitabo mu CAMS