PracticeEngine (cloud and on-prem) offers a free tool to import your daily intent or cash files for payments made through Aiwyn. Daily, your payment notification email recipient(s) receives a series of files, some of which you can import into PracticeEngine for reconciliation towards invoices.
Attached is the template for PracticeEngine, which is the format of the file you will receive from Aiwyn for payments made through Aiwyn towards Invoices.
All other payment objects, such as surcharges or late fees, are located on separate, non-importable files (as they cannot or should not be imported into PracticeEngine).
To further help design your file report, please answer the following questions:
- Bank Index - What number is needed?
- Credit Card Type - What options are needed?
Map your tool to match the column names, and the order, based on your preferences. Share your mapping with Aiwyn Implementation Manager to get your file customized to meet your needs.
Be sure to update the import settings to apply deposits to the invoices as shown on the import file and not override them.
To Import the file:
- In PracticeEngine cloud, go to Tools > Import Control
- Select the file
- Select Import > Validate > Add
- Then review your batch list
- Select the first batch (ACH and Cards will be in separate batches)
- View the individual payments and select Post and Allocate
- Then Auto Allocate
- Repeat the process for the second batch