Uploading Accounts

Step

Action

Create your upload file using a program such as Microsoft Excel.  The first column should contain all the Account Numbers for the accounts you want to add.  The second column should contain all the Invoice Numbers (for LD) or Bill Dates (for LS).  Finally, if you are adding LS accounts, a third column should contain all the Total Amount Due values.

Create your upload file using a program such as Microsoft Excel.  The first column should contain all the Account Numbers for the accounts you want to add.  The second column should contain all the Invoice Numbers.

Save the upload file with all the information as a *.CSV file.  Note the directory in which you saved it.

From the Add Accounts screen, click .

Result:  A Choose Filedialog box appears.

Navigate to the directory in which you placed the upload file.

Select the file and click .

Result:  The file path and name appears in the field next to the Browse button.

Click .

Result:  The system uploads your file and validates the information it contains.  If everything is correct, the accounts are added to your Enterprise.  A confirmation page appears, indicating the success or failure of the account addition.