Import Fee Schedule

Import Fee Schedule

Purpose

  1. The purpose of this Knowledge Base Article is to demonstrate how to import a fee schedule.

Video


Instructions

1. Click on Invoicing.


Click on Invoicing.



2. Click on Fee Schedule.


Click on Fee Schedule.



3. Click on Import Fee Schedule.


Click on Import Fee Schedule.



4. Click on Download sample spreadsheet.


Click on Download sample spreadsheet.



5. Sample Spreadsheet.
  1. Billable Category Required
  2. Type - Required
  3. Line Item - Required
  4. Unit - Required - hour or hourly
  5. Fee - Required
  6. Billing Code
  7. GL Code - Code can only contain letters, digits, dots or hyphens – max 40 characters
  8. GL Code Description
  9. Status - Active (default) or Inactive

Sample Spreadsheet.



6. Select Choose File and Select the file to import.
  1. Restricted to *.xls format.
  2. Maximum file size 46 MB.
  3. Only Flat Fee Types fee's, no formula based fee's permitted.

Select Chose File and Select the file to import.


7. Click on Import.


Click on Import.



8. Example message for duplicate values.
  1. Update/overwrite existing records and import new records.
  2. Reject the duplicated rows; only import new ones.
  3. Cancel the operation.
  4. A file with the duplicate line items have been downloaded.

Example message for duplicate values.



9. If duplicate values found, a duplicate file will be downloaded.
  1. Duplicate values will not be imported.

If duplicate values found, a duplicate file will be downloaded.


10. Error Message. The file will not be imported.


Error Message. The file will not be imported.



11. Validation Warning.


Validation Warning.



12. Example Validation error file. The file will be downloaded.
  1. Validation Errors will be displayed in column J.
  2. In this example, a space is present causing the error.

Example Validation error file. The file will be downloaded.



13. Example Imported Fee Schedule item:

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