1. Click on Invoicing.
2. Click on Fee Schedule.
3. Click on Import Fee Schedule.
4. Click on Download sample spreadsheet.
5. Sample Spreadsheet.
- Billable Category Required
- Type - Required
- Line Item - Required
- Unit - Required - hour or hourly
- Fee - Required
- Billing Code
- GL Code - Code can only contain letters, digits, dots or hyphens – max 40 characters
- GL Code Description
- Status - Active (default) or Inactive
6. Select Choose File and Select the file to import.
- Restricted to *.xls format.
- Maximum file size 46 MB.
- Only Flat Fee Types fee's, no formula based fee's permitted.
8. Example message for duplicate values.
- Update/overwrite existing records and import new records.
- Reject the duplicated rows; only import new ones.
- Cancel the operation.
- A file with the duplicate line items have been downloaded.
9. If duplicate values found, a duplicate file will be downloaded.
- Duplicate values will not be imported.
10. Error Message. The file will not be imported.
12. Example Validation error file. The file will be downloaded.
- Validation Errors will be displayed in column J.
- In this example, a space is present causing the error.
13. Example Imported Fee Schedule item: