Instructions for setting up a claim list in the online bank.

Here are the instructions for uploading a document in online banking.

To get started, go to Collections → Claims & Claim Lists.

This page will then appear:

• Once on this page, click “Create claim list.” The page shown below will then appear.
• The claim list template can be downloaded on the page below. Columns F and G go together, as do H and I, and so on (the amount is entered first, followed by the text description).
• A 6-digit claim number must always be entered in column B.
• Make sure the cells in the Excel sheet are formatted as text, as the numeric format in Excel removes the leading zero from ID numbers.
• You can name the file—for example, “Collection_AA_and due date” is a good format.
• You also select the claim template before dragging the file into the upload field or manually selecting it.
• Then click Confirm.

Once you’ve clicked “Upload claims,” the following screen will appear, showing the message “Claim list created.” If the file is large, a blue message will appear indicating that it is being processed, and you can choose to refresh the page to check the status of the file. When the list has been created, the status will change from “File processing” to “File created.”

You can then go to “Claim overview” for the created claims.
The image below summarises the claims created, including any that encountered an error.