Costpoint Online Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Import Manual Bills

Use this screen to import manual bills from comma-separated value (CSV) files into Costpoint's Billing module.

Since the application is not multicurrency-enabled, manual bills to be uploaded must be in the company's functional currency only. Upload files must contain records from only one company: the company of the logged-in user who is uploading the files. The upload can only be done within a company for that company. The company ID is not included in the input file. The system will assign the company ID of the logged-in user during the import process and will also assign the functional currency of that company as the invoice currency.

This application works in a two-step process:

  1. During upload, it reads the data from the input CSV file(s), stages the data into a worktable, performs the necessary edits, and prints an error report.
  2. During import, it processes the data that has passed the edits and loads it into the production table.

You have the option not to execute the second step.

After the manual bills have been successfully loaded, you can edit them on the Manage Manual Bills screen or post them using the Post Manual Bills screen.

Only one user at a time can run this application.

Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input file.