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PVI Reference Manual

Import PaymentVision Batches

Before the Import PaymentVision Batches program is called from the menu, the accounting clerk needs to manually create batches of ACH and Credit Card transactions using the PaymentVision Portal website. Once the batches are created, the initialization process for the Import PaymentVision Batches program will query PaymentVision’s database and move all new batches into the TCS database.

The following set of screens allows the user to examine the batch data, both as summarized data and as individual detail transactions. Additionally, within the Transaction List Screen, there is the ability for the accounting clerk to print a report of pending transactions for manual posting, write a tab-delimited file of pending transactions to be imported into Excel, or to build a posting file and activate TCS’s autopost functionality.

Please click on the links below to view information about each of the screens which make up the Import PaymentVision Batches program.

o Batch List Screen

o Batch Detail Screen

o Transaction List Screen

o Transaction Detail Screen

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