Interfaces – Importing Payments in Bulk

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Saving time is what Casetrackerlaw is all about.  Being able to do anything in bulk is great, especially if the task at hand is as tedious as data entry.  Like manually entering 50 to 100 check payments with all the pertinent information needed can be a grueling task and time consuming.

Casetrackerlaw gives you a way out with one of our newest features that allows for importing payments in bulk using a CSV spreadsheet.  The Interfaces link is where the import options are listed and where you will select Payments from a drop-down menu.  Select and name your import, select the unique identifier then decide what is allowable.  Duplicates, new payment methods, new payment types or new “Payment To”.   See screenshot below.  The system will import the payments file, dropping the information into the correct fields and the system will recalculate the new claim balance.


 

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