Import Local Authority Payments

It it possible to import payments received from local authorities into Affinity. Such payments must be detailed in a .csv file. The columns should contain the following data:

Column 1: Receipt Date (dd/mm/yyyy)

Column 2: Local Authority (this value MUST match one of the local authorities listed within Affinity.)

Column 3: Property Address

Column 4: Property Reference

Column 5: Receipt value

Column 6: Description

Although the column order is important to Affinity column 3 (Property Address) isn't used and column 6 (the description) is optional.

To import a local authority payment file into Affinity:

1. Go to Bank > Import Payments
2. Select the bank account into which the payments are to be credited from the drop down list
3. Select the format of file to be imported: Local Authority
4. Click on Choose File to select the relevant document from your computer then click on Add