In this article we'll cover importing of your outstanding bills (accounts payables) for easy setup or on a continual basis if you'd like. Follow the steps below to complete a successful migration of your data.
When you import your bills the system will create any bills listed on the import data sheet
Please ensure there are no duplicates and that your bills have not already been entered
Prepare the MyCase Bills Template
To complete a successful migration of your bills (firm expenses/accounts payables) you'll need to use MyCase's import template. You can access this by logging in and navigating to the Accounting > Bills & Expense screen. Select Add Bill and then choose the option for Import Multiple Bills. Here you'll have the option to download the import template and once downloaded, open the file and complete all of the required fields.
Field | Description |
Bill Name |
|
Vendor Name |
|
Invoice Date |
|
Due Date |
|
Total Amount |
|
Description |
|
Paid Amount |
|
Payment Date |
|
Payment Account Number |
|
Check Number |
|
Importing your Bills file
Navigate to the Bills & Expenses page and select the option for Add Bill
When the Import Wizard loads select the file that you have prepared for import
Drag or click to upload your prepared file
After you have uploaded your file click Submit
After you submit your Bills import all bills successfully imported will show within your outstanding bills list. Any bills that fail will show an error warning.