PredeterminedBilling_Import_bulk_template.xlxs

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)

More:

PDP_PaymentSpreadsheetUpload.csv