AR Upload Functions
Function |
Description |
Allows you to upload customer records into Financials in CSV format. | |
Allows you to upload customer records into Financials in XML format. | |
Mostly used for testing, this process allows you to upload a Lockbox file. | |
Milestone Schedule Upload |
Allows you to upload milestone schedules into Financials in a CSV format. Use the provided template to create your file: Milestone_Import_bulk_template.xlxs |
Predetermined Billing Upload |
Allows you to upload predetermined billing schedules into Financials in a CSV format. Use the provided template to create your file: |
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