Diarised Charges Import

Diarised Charges Import

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This article is part of the Imports section..

Find all related articles here:
 
This guide walks you through using the Diarised Charges Import tool to upload diarised charges for specific developments and clients.

Getting Started


  1. Go to the Tools menu.

  2. Select Data Import from the drop-down, then choose Diarised Charges.

This will open the Diarised Charges Import Wizard on the Data File Import screen.

Uploading the File


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Here you'll find the import templates you've requested, which CPL has configured for you. CPL will also provide a sample .csv file to assist you before you start importing diarised charges.

To upload your file:

  1. Highlight the appropriate import template.

  2. Click the folder icon at the bottom right to browse for the CSV file:



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Make sure the file isn't open, as open files cause import errors.

  1. Select the file and click Open to begin the upload. A progress bar will appear and a pop-up will confirm when this is complete. Click OK.

  2. When the progress bar reaches 100%, it will show the number of processed payments. Click Show Details for more information:


  1. If you see "0 rows were not understood", it means all rows were processed successfully. If issues appear in red, they need to be resolved before proceeding. Click Next:


Validating the Data


On the Validation screen each charge appears in the grid at the top, displaying one of the following icons:
    1. A green tick indicates that the charge can be imported: 
    2. A stop sign shows that there are missing posting details, preventing import: 
    3. A document with an arrow indicates it has been imported previously and will not be imported again: 

Review and resolve any data issues: 

  1. Check the box in front of each row you wish to import. 
InfoOnly the rows marked with a green tick can be imported.
  1. To organise the grid by the symbols, click on the empty cell above the column. An arrow will appear. Click the cell again to reverse the row order:

               
  1. To view details for a specific row, click on it to display the details in the Posting Details section at the bottom. Here you can change the client or the apportionment if needed:

  1. Once you are ready, click Next.  
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You can process only some charges now. Upload the same file again later and the system will display the document icon with an arrow at the start of the rows that have already been imported.

Posting the Data


The Diarised Charge Posting screen displays the selected charges. Review them before posting to CPL. If you need to make changes, click Back to return to the Validation screen.

Once you've confirmed everything is correct, click Post to process the charges. Click Show Details to double-check that everything is being posted correctly.

 The progress bar will update and once finished, click Next to continue.

Summary Screen


A Processing Report message appears, followed by the Data Import Diarised Charges Report. This lists the posted diarised charges and the batch number.



You can save or print this report using the icons at the top.

This is the final step of the import process. Click Finish to complete it.

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The imported charges appear in the Diarised Charges tab of the relevant developments or clients.


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