Update Invoice Payment Status via Import

Depending on your account settings you may or may not be able to import invoice payment statuses. 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 update invoice payment statuses via import

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

    2. The Data Entry Menu page displays.

  2. Click Update Invoice Payment Status.

    3. The Update Invoice Payment Status 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 Update Invoice Payment Status 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 disable. 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.