Update Invoice Payment Status Page

Depending on your account settings this page may or may not be available to you. The Cost import capability must be enabled by an e-Builder Support team member. For more information please contact your account manager.

You can import invoice payment statuses using a three-step import wizard. A description of each step of the wizard is provided below.

  • Project Identifier: Select a Project Identifier. This is a unique ID that will identify which project the budget import is for, examples include project name and project number. Project identifiers are entered into e-Builder as required project custom fields. For multiple options to display, the Do not allow duplicates check box must be selected on the Edit Custom Fields page.
  • Reject Invoices if amount paid does not equal invoice amount?: Select this check box to automatically ignore invoices that do not have the same invoice and invoice payment amount.
  • Browse...: Click to browse for and select the import file.
  • (Field Mappings): Use this section to map the fields in your spreadsheet to the default invoice built-in fields in e-Builder. For each required and optional built-in field, click the drop-down arrow and select the corresponding field in the spreadsheet. If the column names in your spreadsheet are identical to the built-in fields, they will populate automatically.
  • Previous: Click to return to the previous page.
  • Next: Click to go to the next step of the import process after all fields have been completed.
  • Cancel: Click to cancel the import process and return to the Data Entry page.
  • (Preview): The Preview tab is displayed by default and allows you to review the details of the import; whether it was successful or not. If there were errors, details display on the Exceptions tab.
  • Exceptions Tab: Lists all errors, if any. Click the Export Exceptions button to export details to a spreadsheet.
  • Warnings Tab: Lists all warning messages, if any.