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 a Trimble 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 Trimble Unity Construct 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 Trimble Unity Construct. 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.