The PredeterminedBilling_Import_bulk_template.xlxs template is used to add new scheduled bills to the Predetermined Billing Schedule.
The basic format of the template is shown below.
NOTE: This template requires a header row. Delete the first four rows prior to saving as a csv file.
Predetermined_Billing_Import template format (fields listed in order required by template)
Column |
Field Name |
A |
Proposal Number |
B |
Chart of Accounts code |
C |
Account Number |
D |
Scheduled Bill Number |
E |
Scheduled Bill Description |
F |
Scheduled Bill Amount |
G |
Scheduled Bill Date |
H |
Active Indicator (Y or N) |
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