Items.csv contains donations and activity finance information required for payments to be deposited into the correct bank accounts and allocated to the right ledger.
|
Field Name |
Comments |
Data Type |
Mandatory |
|
code |
Unique identifier for the item. |
Unique Unsigned Integer (16) |
Y |
|
name |
Human readable label for the payable item |
String(256) |
Y |
|
description |
Description of the item to pay |
String(256) |
N |
|
receipt description
|
This description will appear on the receipt, often used for donations with DGR status for a personalised message.
|
String(256) |
N |
|
general_ledger |
GLCode as defined in SMS
NOTE: Mandatory for Activities |
String(32) |
N |
|
sub_general_ledger
|
Sub GLCode as defined in SMS |
String(32) |
N |
|
type |
Type is used to display group items together in Xplor.
For Donations type = donation_fund
For Activities type = activities
NOTE: If a item is a donation, the system requires this type to be “donation_fund” to pick it up. |
String(16) |
Y |
|
credit_card_id |
This is used by Xplor to determine the right bank account an invoice should be paid into if it is a credit card payment method. If left blank, the school’s default settlement account for credit card will be used.
|
String(256) |
N |
|
bank_account_id |
This is used by Xplor to determine the right bank account an invoice should be paid into if it is a bank account payment method. If left blank, the school’s default settlement account for credit card will be used.
|
String(256) |
N |
|
dgr |
If an item can be paid by instalments
|
Boolean (TRUE or FALSE) |
N |
|
value |
Can be used for discount amounts etc. |
String(256) |
N |