Importing Addendum Billing Counts
Importing Addendum Billing Counts
Items that cannot be automatically tracked in CINC Accounting must be recorded on the addendum import spreadsheet on a monthly basis.
To create and import the spreadsheet:
Select Management > Addendum Billing. If you are using universal navigation, click Management > Setup > Addendum Billing.
Click Import. The Import Addendum Items screen displays.
Click the here hyperlink to download the spreadsheet to be filled out.
Enter the following information on the spreadsheet and save the file:
Association Code: Enter the association code with an “A” in front of the code (e.g., if the association code is ABIO55, the entry would be AABIO55).
Addendum Type Code: Must be an exact match to the Addendum Billing Type description.
Addendum Sub Type Code: Must be an exact match to the Addendum Billing Sub Type description.
Date: Date of the charge.
Description: Description of the charge.
Quantity: Enter one (1) if there is only one reimbursable item (e.g., retail purchases). Quantities of zero (0) or blank fields will cause the import to fail.
Certified Quantity: Number of certified mail items included in this quantity.
Amount: Leave as zero (0) if the system is calculating the billing amount or enter a rate per item.
On the Import Addendum Items screen, click Choose File.
Browse to and select the correct spreadsheet.
Toggle on Allow Duplicate to enable repeating Addendum Type Codes and Addendum Type Sub Codes with different descriptions, quantities, etc., for the same association. This allows multiple entries with the same Addendum Type Codes to be shown on an invoice with different descriptions. For example, multiple entries with a Type of General Maintenance and a Sub Code of Labor may all have different Descriptions relating to the job or task.
Click Import to import the spreadsheet.
Verify that the import was successful by spot-checking several associations.