Overview for Unit Billing

Full instructions are attached for download.

You will need a spreadsheet for Unit Billing. If you do not have Microsoft Excel, we recommend LibreOffice, which is compatible, free office software that includes an excellent spreadsheet. LibreOffice is available free of charge for most operating systems and languages. See: https://www.libreoffice.org/download/download/

Tap the Automator icon in the upper-left corner to reach the Automator screen

For Unit Billing, ignore steps 1 and 2, and tap 3 Automate.

In Automator-Step 3, tap Unit billing example file. This downloads a sample Unit Billing Spreadsheet.

Rename the file something that makes sense for your records: for instance, UnitBilling-05-17-22 

Fill in your billing information, delete the sample information in the first line, and Save your spreadsheet again.

If you have a current unit billing file, make sure your file has the same format as the example file.  

Once your spreadsheet is finished, click on Browse to find your spreadsheet. Then tap the Upload button.  

After you upload your spreadsheet file, the results are displayed in the center of the screen.

Scroll to the bottom and press the Automate button to start the job processing.

You can track the progress of your bill submissions in the Jobs tab by tapping the jobs icon in the left column. If you have more than one page of jobs, tap the page number in the lower right corner to see other pages.