Update the accounting calendar with a spreadsheet

Use the update account calendar spreadsheet to:

  • Change the dates of the 12 billing periods in a year.
  • Create 13 billing periods in a year.

UtilityManagement supports 12 or 13 billing periods.

Update spreadsheets save time and allow you to update multiple items at once.

  • Update spreadsheets typically display two columns for each attribute, updates should be entered in the white columns.
  • Always download a new spreadsheet before you begin adding information because each sheet is populated with data from the database.

Formatting rules

  • All information should be entered as text or dates.
  • You can add sheets if needed, UtilityManagement only processes the sheet named DataEntry.
  • Do not remove columns.

Download the update spreadsheet

In the Create dialog, click Setup Spreadsheets.

  1. From the Setup Spreadsheets Log, click Download.
  2. Under Update Spreadsheets, choose Accounting Calendar.
  3. Download the spreadsheet.
  4. Name format is yyyymmdd-UPDATE_AccountingCalendar.xlsx.
  5. Add your information and save.
  6. Use Import to upload your spreadsheet.
  7. The Setup Spreadsheets Log reports the results and any errors. You can download the error (kickout) spreadsheet from the hyperlink, fix any errors, and upload the error sheet.

Column

Rules

Period

Is required and must be unique. Format is yyyymm. (6 characters)

Date

Is required. Format is mm/dd/yyyy (10 characters)

Example

example spreadsheet