Bill import formats overview
The bill import format helps you import a bill file that always has the same format. Map your columns, and the same mapping (bill import format) is applied each time you upload your file.
A good practice is to test your import using a small number of bill records and a new batch each time. This lets you easily delete the test batch and bills.
It's not recommended to use Excel number formatting. For example, don't use Currency or Accounting formatting.
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Steps to create a bill import format
- In the Bills module menu, select Bill Import Formats.
- Enter a name for the format.
- Select the date format used in your file.
- Map the bill header information.
- Map the bill line types.
- Save the Bill Import Format.
- TEST importing your file. REMEMBER to open a new batch so you can delete the batch of bills if you have errors.
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Steps to import bills
- In the Bills module, go to Bill Imports.
- Select Import Bills in upper right corner.
- Choose the file you want to upload.
- Select the format you want to use from the list.
- It's recommended to use a new batch for each bill import.
- Add a comment.
- Click Import.
- Review the results in the log.
- Download and fix any errors.
- Upload your corrected errors (kickouts) to finish creating all your bills.
- Review any bill flags.
Create a new format
In the Bills module menu, choose Bill Import Formats.
Give the format a descriptive name to help you know when to use it.
Edit or delete a format
Edit a bill import format if your file format changes or to add more granularity to your imported bills.
When a bill format is no longer used, you can delete it to avoid confusion.