Configure your Bill Import settings

Before you start importing bills decide how you want to handle any errors that might be in your bill import file.

Regardless of the method you choose, a good practice is to test the import using a small number of bill records from the import file and opening a new batch for your test.

From the Bills module menu, go to Bill Workflow Settings and edit your Bill Import settings.

  • Mark batch as pending and mark bills as void when import contains errors.
    Use this option when it is important to keep all your bills in one batch, possibly for payment purposes.
  • Process an valid bills in the batch and report errors. (default)
    Bills are created and the batch is closed.
    Any errors (bills) you correct and upload will be in a different batch.

The default setting when you import bills is to process valid bills. Any bills that result in errors are put into an error (kickout) file for you to review. The bill import batch is closed after the file is imported.

You can download the error file, fix the problems, and import the corrected error file to create the remaining bills.

Split account charges

When you have a Bill CAPture subscription, you can set rules to automatically distribute an account's meters during bill import. Rules are created at the vendor level and can be overriden at the account level.

Steps to import bills

You can upload multiple files, that use the same bill format, in a zip file. You can combine CSV and Excel files.

In the Bills module, in the Bill Imports section, click Import Bills.

  1. Select the file from you computer to upload.
  2. Under Import Format choose the format you created for this file.
  3. Decide if you want the bills added to the open batch, a pending batch, or a new batch. If you are using the default option for importing bills, consider opening a new batch. This makes it easier to manage the bills and undo a mistake by deleting the batch and with it all the bills.
  4. Add a comment.
  5. Import.
  6. Review the log and check for errors and flags.
  7. Review the Successful column to see created bills.

Resolve Errors

Regardless of the import method (import format, advanced bill import, or Bill CAPture), bill resolution follows the same steps.

  1. Review the Errors column to see if any bills were not imported. Click on the error bills link. When the batch is not closed you have two paths to follow to resolve your error. 
    1. Add the missing data to your database and Retry Errors From This Bill Import or
    2. Export, update, and import the corrected errors.

      Most often when you import bills and have an error it's due to something missing in your database, usually a meter and/or an account.

      Review the type of error and if it requires you to add or update information in your database, after you complete that task you can use the option Retry Errors From This Bill Import.



      If you review the errors and they aren't due to missing information, the second option is to Export the error file, make corrections and Import Corrected Errors.
  2. After your bill import is finished a notification is sent with the results.

Fix errors in a closed batch

If the batch is closed and the Resolve Errors option is not available. 

  1. Download the error (kickout) file.
  2. Fix the errors in the file.
  3. Remove the two columns at the end of the file with the headers KICKOUTID and *KICKOUTMESSAGE.
  4. Follow the same steps as uploading the original bill import file. A best practice would be to keep it as a separate batch.