Yes, you can import bills in two ways:
Line Items: Rows with the same bill reference are grouped into one bill.
Summary Totals: Each row is treated as a separate bill.
No, you can only create new bills using the import function.
Only a .xlsx file using our template will be supported for importing bills.
Yes. After finishing the import process, all the created bills will be converted to active.
No, existing bills in Juan will not be affected.
Each import supports up to 1,000 rows.
Yes. After importing the bulk bill template, you will be shown a list of imported bill records picked up by Juan from the template.
Use the Review sheet in the template to view possible errors.
In Juan, a review step highlights issues in the file for validation and correction.
For example, if the error reads "Item/Description is required to import the bill" for Row 6, then check if the Item/Description field has been filled in.
After fixing all the errors presented by Juan, save your template and reimport the template to restart the bulk import process.
Yes, you can update a bill created from the import flow.
