• Export Bill to Excel
  
• Import Bill to Excel
  
• Export Labor Details
  
• Import Labor Details
  
• Export Project Details
  
• Import Project Details
  
• Export Daily Burn Rate
  
• Merge Bill Files
  

Export Bill To Excel®

Click on the Tools / Features Menu to Expand to Sub-menus - Click On Export Bill to Excel® (see image below)

• To Export Bill to Excel® - Follow these instructions
  

• Click on Sub-menu - Export Bill to Excel® to Open Dialog (see image below)
  

• Click BROWSE from Dialog - Navigate to the folder in which you will save this Excel® file
  

• You will be required to name the file and then click SAVE on file explorer.  
  

• You will be directed back to this dialog 
  

• To have the program open Excel® when the Export is complete check the box "Check to Open Excel® after Saving"
  

• Excel® will automatically open when Export is complete (you will need to make adjustments to Excel® columns manually)
  

• This will Export a FULL Version of the bill and other items 
  

• IMPORTANT NOTE: If an Adjuster or Consultant request a copy in Excel® 
  

• Follow the same steps above but be sure to check the box for "Check to Export Consultant/Adjuster Copy" 

Click on the Tools/Features Menu to Expand to Sub-menus - Click On Import Bill from Excel® (see image below) 

• To Import a Bill from Excel® - Follow the Instructions Below Carefully 
  

• Importing a Bill from Excel® is a very complex process and If you made changes to the spreadsheet and they are not correct, the import will not work. You must keep the same format and cannot make changes to any of the headers. If you made changes to the labor, then every page that includes labor names must match in the same order as the labor is listed on the main labor bill page.
  

• To Import an Excel Spreadsheet must be the same spreadsheet that was Exported from the program
  

Import a Bill From the Exported Spreadsheet

1. VERY IMPORTANT: Make sure you have saved the original bill file that you used to Export Bill to Excel®. You should save this for back up just in case your Import Fails.
   

2. You Must Close any Files that are open 
   

3. Go to Create New Bill - You must use the Exact Data Files that was used to create the bill you Exported.
   

4. If you do not have the data files - then open the original bill and click on Project Data Files and open each one and use the Export function to Export and Save the Data Files 
   

5. Upload the Data Files into the Create New Bill Dialog - Then Click to Save Bill File As (Same process used to Create New Bill)
   

6. Once you Save the Bill File you should see that the Invoice Total is $0.00
   

7. Go to Tools & Features and Click on Import Bill From Excel® 
   

8. Browse to the Excel® File and Double Click to Open the Excel® File 
   

9. You should see the Invoice Total start Calculating Totals
   

10. Once the File has Imported you will need to save the file. 

Click on the Tools/Features Menu to Expand to Sub-menus - Click On Export Labor Details (see image below) 

• To Export Labor Details to Excel® - Follow instructions below
  

• Click on Sub-menu - Export Labor Details 
  

• This will open your File Explorer 
  

• You will need to locate a folder to save this file in and give it a file name then click SAVE
  

• The Export process will begin - Once it is complete, go back to folder and open the file to confirm the details exported properly.

Below is an Example of an Actual Labor Details Export - Broken Down into 4 Images

• Users can create this in Excel® using the correct template and import this into the program
  

• If you create this and import, then the Labor Name will already be loaded in program 

Click on the Tools/Features Menu to Expand to Sub-menus - Click On Import Labor Details (see image below)

• To Import Labor Details - Follow these instructions
  

• Click on Sub-menu - Import Labor Details to Open File Explorer
  

• Locate the Labor Details Excel® file and Double Click On To Import

Need a Template?

• You can open a bill file that contains the labor names you use most often
  

• Export the Labor Details - This will export over to Excel® and have all the required headers
  

• Or Open the Program and then Export Labor Details - Even though you have no bill open the program will export a blank template

Click on the Tools/Features Menu to Expand to Sub-menus - Click On Export Project Details (see image below) 

• To Export Project Details to Excel® - Follow instructions below
  

• Click on Sub-menu - Export Project Details 
  

• This will open your File Explorer 
  

• You will need to locate a folder to save this file in and give it a file name, then click SAVE
  

• The Export process will begin - Once it is complete go back to folder and open the file to confirm the details exported properly.

This Export contains Items Associated with the Project Settings - See Export Example Below

• Program automatically creates the headers and tabs as shown below 

Click on the Tools/Features Menu to Expand to Sub-menus - Click On Import Project Details (see image below)

• To Import Project Details - Follow these instructions
  

• Click on Sub-menu - Import Project Details to Open File Explorer
  

• Locate the Project Details Excel® file and Double Click On To Import

Need a Template?

• You can open a bill file that contains the labor names you use most often
  

• Export the Project Details - This will export over to Excel® and have all the required headers 
  

• Or Open the Program and then Export Project Details - Even though you have no bill open the program will export a blank template 
  

• You can ADD or Modify items located below the headers anytime and import anytime into the bill file. 

Click on the Tools / Features Menu to Expand to Sub-menus - Click On Export Daily Burn Rate (see image below) 

• To Export Daily Burn Rate to Excel® - Follow instructions below
  

• Click on Sub-menu - Export Daily Burn Rate
  

• This will open your File Explorer 
  

• You will need to locate a folder to save this file in and give it a file name then click SAVE
  

• The Export process will begin - Once it is complete go back to folder and open the file to confirm the details exported properly.

• Program automatically creates the headers and tabs as shown below 

Click on the Tools/Features Menu to Expand to Sub-menus - Click On Merge Bill Files (see image below) 

Very Important Read Instructions Below First - 

Merging is a great tool but requires some very important setup.  Do not attempt to merge until you have the files set up properly.  

• Very Important that each bill is allocated so they can be identified after the merge is complete.  If you have not done this, DO NOT merge until this is complete. Open each bill and EVERY item should have an allocation and the best way to do this is to enter the Project Name or Project Number. You can use the Global Modification to complete this.
  

• The Data Files (Price Data, Project Settings and Admin) should be the same and that includes all items that may have been added to one or more bills during the input process. Be sure to confirm that the data files you are using are the same and they include ALL information.
  

• Confirm Every Labor Class Input has the Correct Sort Values - This is very important if they do not you can correct these using Global Modification to Correct Sort Values for Each Labor Class
  

• The Best Rule is to create a New Bill using the Data Files that Contain all the Exact Data (Price Items, Project Settings) as the bills that you will merge.   Once the new bill is created then save a copy and then close and open the new bill and then merge the other bills into this bill file.   Users can continue inputting in their original bill files or you can give them a clean copy of the new bill you created before the merge.   
  

• Once you are ready and the merge is complete you MUST go to Labor and Sort (see image below)  
  

• (Remember to Save your Original Files and Save another Copy to use for Merge) This will allow you to always have your original files if needed for recovery or future use. 
  

Sort by the following (Date | Sort Value | Name | Time In) This will put all in the order so the program can process the OT Settings correctly - Remember that your Sort Values for Labor Classes must be Correct.

• Now that you have your set up you are ready to Merge
  
• Create a New Bill File that you will use to merge all files into. (Remember this should have the same Data Files as explained above)
  
• Start the merge process - Go to Tools / Features click on Merge Files
  
• Select the First Bill file and then repeat each file once the merge is complete. This could take some time depending on size of files you are merging
  
• Once Merge is complete be sure to SORT as described above
  
• Then Run your Allocation Reports and Print Each Bill - Remember to change the Administration Page for Each Bill
  
• If you need additional assistance you can contact our Billing Assistance Department