×
Menu
Index

Upload Step 3 - Check Financial Class

 
During this step, financial classes listed in the file are checked against financial classes in the facility. If any are missing, the system will display a notification along with a link to the create financial class screen.
 
Once any missing financial classes are created, click the re-check financial class button to move on to upload step 4.
 
Upload Step 3 - Check Financial Class
 
1

Create Missing

Financial Class Link

1. Create Missing 
Financial Class Link
Follow this link to the create financial class screen to add missing financial classes to the facility.
2

Re-check Financial

Class Button

2. Re-check Financial 
Class Button
Click this button to verify the newly created financial classes and move on to upload step 4.