Import Invoices

Depending on your account settings you may or may not be able to import invoices. The Cost import capability must be enabled by an e-Builder Support team member. For more information please contact your account manager. Once the option is available, only users with Import permissions can perform this task.

To import invoices

  1. Click the Data Entry link located in the Top Navigation Tabs.

    2. The Data Entry Menu page is displayed.

  2. Click Import Invoices.

    3. The Import Invoices page (Step 1 of 3) displays.

  3. Complete all required fields.

    4. For detailed descriptions of the field and buttons located on this page, see Import Invoices Page Overview.

  4. Click Next.

    5. Step 2 of 3 displays.

  5. Complete all required fields.
  6. Click Next.

    7. Step 3 of 3 displays.

  7. If the file was mapped correctly and there aren't any exceptions or warning, click Import.

    8. —Or—

    If there are exceptions, the Import button is disabled. Click the Exceptions tab to review the exceptions and make any necessary changes to the spreadsheet. Click Previous to reimport the file, and then repeat steps 5-7.