Page 1 - How do I Upload Invoices from a Spreadsheet
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Upload Invoices from a Spreadsheet
How do I Upload Invoices from a Spreadsheet?
Overview
The billing spreadsheet upload provides the ability to enter invoice data into an Excel spreadsheet and post in
Compass for the Billing Interface process. You can obtain the spreadsheet from the Client Support Center (see
Need Additional Help? at the end of this job aid). They will help you to customize the sheet to fit your needs.
This diagram provides an overview of the steps involved in uploading the billing spreadsheet.
Billing
Click Data is sent Interface Run the Correct data
Enter data in Generate to the tables are Billing errors (if
Excel Data XML and Integration updated, Interface any), rerun
Sheet
Post button Broker Interface ID (BIIF0001) BIIF0001
assigned
Complete and Upload the Billing Spreadsheet
If you need any assistance with updating the spreadsheet, contact the Client Support Center (see Need Additional Help? at the end of
this job aid).
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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents
