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How can I Import Charges (i.e. Charging Bulk Utilities)?


Instruction

1.  Select Accounting  > Receivables > Transactions > Import Charges

a.  Choose file (previously downloaded from utility provider)

    • This file must be saved as a Comma Separated Value (CSV) file
Excel1.JPG

b.  Select Import Charges
c.  Click CHOOSE FILE and select your CSV file
d.  Click UPLOAD

IMPORT1.JPG

 

e.  Select Property, Date, Category and Description

IMPORT2.JPG

 

f.  Select All Transaction
g. Select the Column for Unit and Amount
h. Click Match Residents
i.  Click Post to post these charges to the residents displayed

 

IMPORT3.JPG

  


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

Permissions and Settings

To import charges you need permission. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Transactions > Import Charges.

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