Uploading a Provider Statement
Plannr offers the option to add a Provider Statement manually or upload via CSV. This article covers uploading via CSV, but information on how to add a Provider Statement manually can be found here.
Go to the Income Reconciliation section under the Business tab.
Select Provider Statements from the options on the left. You can also go in via a specific month.
Here you can see all your Provider Statements.
Press the Actions button in the top right.
Select Upload Provider Statement.
After selecting, you'll be brought to the following page. This is Step 1 in the process of uploading a provider statement.
Select the payment period from the dropdown menu that appears. If you go in via a month, this will be pre-populated.
Select the provider.
Enter the date of the provider statement.
If you wish, enter a reference and title for the for the statement.
Once you have inputted the required information, Step 2 of the process appears below.
Select if your csv has headers.
Choose the relevant csv to upload.
Press Continue when ready.
You will then need to map the fields in the csv with Plannr's fields. At a minimum, Plannr needs the client name, policy number, gross amount, and RMAR category. You can select ignore for any fields that you cannot match.
Match your fields with the relevant Plannr fields.
Step 2a then appears.
Match the RMAR charge category with those in your csv.
You'll then be brought to Step 3, the review of your data.
Once you've checked over the data to make sure it all looks okay, select Everything looks good.
Finally, you'll be taken to Step 4, importing the data.
Press Start Import when ready.
Once imported, you'll be taken to the new Provider Statement. You can go into any of the individual transactions by selecting the eye icon next to the relevant transaction. You can also see the total at the top of the statement reflecting the total of the transactions.
Plannr will remember previous Provider Statement mapping
When you upload a new Provider statement and complete the mapping the system will remember these mappings for future uploads for the same Provider, even if the Provider moves the columns around.
Go to the Income Reconciliation section under the Business tab.
Select Provider Statements from the options on the left. You can also go in via a specific month.
Here you can see all your Provider Statements.
Press the Actions button in the top right.
Select Upload Provider Statement.
After selecting, you'll be brought to the following page. This is Step 1 in the process of uploading a provider statement.
Select the payment period from the dropdown menu that appears. If you go in via a month, this will be pre-populated.
Select the provider.
Enter the date of the provider statement.
If you wish, enter a reference and title for the for the statement.
Once you have inputted the required information, Step 2 of the process appears below.
Select if your csv has headers.
Choose the relevant csv to upload.
Press Continue when ready.
You will then need to map the fields in the csv with Plannr's fields. At a minimum, Plannr needs the client name, policy number, gross amount, and RMAR category. You can select ignore for any fields that you cannot match.
Match your fields with the relevant Plannr fields.
Step 2a then appears.
Match the RMAR charge category with those in your csv.
You'll then be brought to Step 3, the review of your data.
Once you've checked over the data to make sure it all looks okay, select Everything looks good.
Finally, you'll be taken to Step 4, importing the data.
Press Start Import when ready.
Once imported, you'll be taken to the new Provider Statement. You can go into any of the individual transactions by selecting the eye icon next to the relevant transaction. You can also see the total at the top of the statement reflecting the total of the transactions.
Plannr will remember previous Provider Statement mapping
When you upload a new Provider statement and complete the mapping the system will remember these mappings for future uploads for the same Provider, even if the Provider moves the columns around.
Updated on: 20/12/2024
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