Summary
Star practice management system desktop version has a built in tool, "cash receipts import", which allows you to import your daily Aiwyn invoice payment file and speed up the allocation process.
The following article outlines the process you can follow to import payments into Star. Note that if your user does not have access to the tool, an administrator of your Star system will need to grant that to you.
These steps are exclusively for invoice payments that are on your invoice payments report file, which sends to you each morning of a deposit, or from the previous day's transactions, based on your payment report preferences.
Steps to Import
- Receive payment import file from Aiwyn
- Download the files
- Save to desktop (can be trashed later)
- In Star PDM go to Tools > Cash Receipts Import
- Select Entity (if applicable)
- Choose the correct entity invoice payment file
- Select Payment Type - Aiwyn import
- Click Import
- Batch Receipts opens up with payments that were just imported
- Click "Approve"
- Go to Star Cloud
- Select "Cash Receipts/AR" module from dashboard
- Select "Batch Selector"
- Find the batch you imported in PDM
- Add it to your receipts screen
- Open the batch and select the individual invoice payments to complete the allocation, typical to how you normally do at this point.