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When creating new rates or updating current rated tables, rather than updating one by one under service rates you are able to Import and Export Rates within an excel speeding up the process

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  • Service Rates

  • Allowance Rates

  • Allowance Product Codes

Info

Please note you your import is 5000 rows within Excel only

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You are able to download the template if you are starting rates from scratch which are also accessible below

View file
nameAllowances Rates Import Template.xlsx.xls
View file
nameAllowances Product code Import Template.xlsx.xls
View file
nameService Rates Import Template.xlsx.xls

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Table of Contents

EXPORTING RATES

  1. Please select the rate table

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  1. you need to then click “Export Rates”

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2. Click Yes

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3. Always save onto your C Drive - See below as an example

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4. Save - then wait for this to occur then you can go an open the file

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IMPORTING RATES

  1. Select the Rate Table you want to update the rates for and select Import rates

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  2. Select your excel and click Open

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  3. Wait for it to say Successful upload and review within Service Rates

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